View ValuationInspur Digital Enterprise Technology 향후 성장Future 기준 점검 4/6Inspur Digital Enterprise Technology (는) 각각 연간 49.6% 및 16.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 49.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.4% 로 예상됩니다.핵심 정보49.6%이익 성장률49.65%EPS 성장률Software 이익 성장86.9%매출 성장률16.3%향후 자기자본이익률19.44%애널리스트 커버리지Low마지막 업데이트21 Apr 2026최근 향후 성장 업데이트Major Estimate Revision • Apr 08Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥0.437 to CN¥0.482. Revenue forecast unchanged at CN¥11.4b. Net income forecast to grow 42% next year vs 53% growth forecast for Software industry in Hong Kong. Consensus price target of HK$7.15 unchanged from last update. Share price fell 20% to HK$5.23 over the past week.Major Estimate Revision • Apr 11Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥11.2b to CN¥10.3b. EPS estimate rose from CN¥0.231 to CN¥0.27. Net income forecast to grow 54% next year vs 61% growth forecast for Software industry in Hong Kong. Consensus price target up from HK$3.00 to HK$5.00. Share price rose 12% to HK$3.74 over the past week.모든 업데이트 보기Recent updates공시 • May 26Inspur Digital Enterprise Technology Limited Announces Board and Committee Changes, Effective May 26, 2026Inspur Digital Enterprise Technology Limited announced that Ms. Li Chunxiang ("Ms. Li") has tendered her resignation as a non-executive Director, and a member of the Remuneration Committee of the Company with effect from 26 May 2026 due to her personal work commitments. The Board announced that with effect from 26 May 2026, Mr. Xie Bingbing ("Mr. Xie") has been appointed as a non-executive Director, and a member of the Remuneration Committee of the Company. Mr. Xie, aged 39, graduated from Shandong University of Finance (currently known as Shandong University of Finance and Economics, majoring in Accounting and holding a Bachelor's Degree in Management. Mr. Xie has ample experience in finance, corporate management and capital management. He previously served as the assistant to general manager of Shandong Huitong Financial Leasing Co. Ltd. deputy head of capital management department of Inspur Group and the director of Shandong Inspur Database Technology Co. Ltd. Currently, Mr. Xie serves as head of capital management department of Inspur Group Co., Limited.New Risk • May 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 46% 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 Risk High level of non-cash earnings (46% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin).Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.64, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Software industry in Hong Kong. Total loss to shareholders of 18% over the past three years.Recent Insider Transactions • Apr 07Chairman of the Board recently bought HK$187k worth of stockOn the 1st of April, Daisen Wei bought around 80k shares on-market at roughly HK$2.34 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Daisen has been a buyer over the last 12 months, purchasing a net total of HK$281k worth in shares.Declared Dividend • Apr 01Dividend of HK$0.04 announcedShareholders will receive a dividend of HK$0.04. Ex-date: 29th June 2026 Payment date: 7th August 2026 Dividend yield will be 1.6%, which is higher than the industry average of 0.8%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 126% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 31Inspur Digital Enterprise Technology Limited announces Annual dividend, payable on August 07, 2026Inspur Digital Enterprise Technology Limited announced Annual dividend of HKD 0.0400 per share payable on August 07, 2026, ex-date on June 29, 2026 and record date on June 30, 2026.New Risk • Mar 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 12% 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 (38% accrual ratio). 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 (12% average weekly change).Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to HK$2.18, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 23x in the Software industry in Hong Kong. Total loss to shareholders of 48% over the past three years.공시 • Mar 31Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2026Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2026.New Risk • Mar 23New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.공시 • Mar 16Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2025 Results on Mar 30, 2026Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2025 results on Mar 30, 2026Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$4.27, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 34x in the Software industry in Hong Kong. Total loss to shareholders of 19% over the past three years.분석 기사 • Jan 30Take Care Before Jumping Onto Inspur Digital Enterprise Technology Limited (HKG:596) Even Though It's 25% CheaperUnfortunately for some shareholders, the Inspur Digital Enterprise Technology Limited ( HKG:596 ) share price has dived...분석 기사 • Jan 16At HK$6.02, Is It Time To Put Inspur Digital Enterprise Technology Limited (HKG:596) On Your Watch List?Inspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw a...공시 • Jan 09+ 1 more updateInspur Digital Enterprise Technology Limited Announces General Manager Changes, with Effect from 9 January 2026The Board of Inspur Digital Enterprise Technology Limited announced that with effect from 9 January 2026, Mr. Wei Daisen has been appointed as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company. Mr. Wei Daisen, aged 54, holds a Master's degree in software engineering from Shandong University and is a Taishan Industry Leading Talent. Mr. Wei is a committee member of the Technical Committee on National Accounting Information Standardization of the Finance Department and the Deputy Principal of the Intelligent Finance Professional Committee of the China Chief Accountants Association. Prior to the appointment as the executive Director and Chairman of the Board, Mr. Wei has been serving as the general manager of the Company (the "General Manager") from September 2021. Mr. Wei also concurrently serves as the director of certain members of the Group, including the chairman of the board of directors of Inspur Genersoft Co., Ltd, a wholly-owned subsidiary of the Company. Previously, Mr. Wei also served as the manager, deputy general manager and general manager of the GS product department of Inspur Genersoft Co. Ltd. and deputy general manager of the Company. Upon appointment as an executive Director and Chairman of the Board, Mr. Wei will cease to be the General Manager of the Company simultaneously. The Board would like welcome Mr. Wei for joining the Board. The Board announced that with effect from 9 January 2026, Mr. Zhang Jinlonghas been appointed as the General Manager of the Company. Mr. Zhang Jinlong, aged 43, holds a Bachelor's degree in Management from Chengdu University of Technology. He has 20 years of experience in marketing, sales, and management in the enterprise management software sector. Mr. Zhang joined Inspur Group Limited and its subsidiaries (together, the "Inspur Group") in 2006 and has since served as deputy General Manager of the Company, and Chairman of Shandong Inspur Intelligent Manufacturing Technology Co. Ltd., a subsidiary of the Inspur Group.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$5.63, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 31x in the Software industry in Hong Kong. Total returns to shareholders of 32% over the past three years.공시 • Nov 27Inspur Digital Enterprise Technology Limited has completed a Follow-on Equity Offering in the amount of HKD 493.7282 million.Inspur Digital Enterprise Technology Limited has completed a Follow-on Equity Offering in the amount of HKD 493.7282 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 67,634,000 Price\Range: HKD 7.3 Discount Per Security: HKD 0.0511 Transaction Features: Subsequent Direct Listing공시 • Nov 18Inspur Digital Enterprise Technology Limited has filed a Follow-on Equity Offering in the amount of HKD 493.7282 million.Inspur Digital Enterprise Technology Limited has filed a Follow-on Equity Offering in the amount of HKD 493.7282 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 67,634,000 Price\Range: HKD 7.3 Discount Per Security: HKD 0.0511 Transaction Features: Subsequent Direct Listing분석 기사 • Oct 12What You Can Learn From Inspur Digital Enterprise Technology Limited's (HKG:596) P/E After Its 25% Share Price CrashInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have retraced a considerable 25% in the last month...Reported Earnings • Oct 02First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Sep 22Should You Think About Buying Inspur Digital Enterprise Technology Limited (HKG:596) Now?Inspur Digital Enterprise Technology Limited ( HKG:596 ), might not be a large cap stock, but it saw a significant...Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$10.83, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 29x in the Software industry in Hong Kong. Total returns to shareholders of 388% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$19.41 per share.Reported Earnings • Sep 03First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year whereas the company’s share price has increased by 58% per year.분석 기사 • Aug 22The Return Trends At Inspur Digital Enterprise Technology (HKG:596) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...공시 • Aug 15Inspur Digital Enterprise Technology Limited to Report First Half, 2025 Results on Aug 31, 2025Inspur Digital Enterprise Technology Limited announced that they will report first half, 2025 results on Aug 31, 2025Recent Insider Transactions • Aug 06Independent Non-Executive Director recently sold HK$2.0m worth of stockOn the 30th of July, Lit Chor Wong sold around 196k shares on-market at roughly HK$10.11 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of HK$3.6m more than they bought in the last 12 months.분석 기사 • Aug 04Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 38%The Inspur Digital Enterprise Technology Limited ( HKG:596 ) share price has done very well over the last month...Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$10.38, the stock trades at a forward P/E ratio of 21x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 281% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$20.75 per share.Upcoming Dividend • Jun 20Upcoming dividend of HK$0.08 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Hong Kong dividend payers (7.5%). Lower than average of industry peers (3.0%).분석 기사 • Jun 10Inspur Digital Enterprise Technology Limited's (HKG:596) CEO Looks Like They Deserve Their Pay PacketKey Insights Inspur Digital Enterprise Technology to hold its Annual General Meeting on 17th of June Salary of CN¥2.52m...분석 기사 • May 19Is It Time To Consider Buying Inspur Digital Enterprise Technology Limited (HKG:596)?While Inspur Digital Enterprise Technology Limited ( HKG:596 ) might not have the largest market cap around , it...분석 기사 • May 06Inspur Digital Enterprise Technology's (HKG:596) Solid Earnings May Rest On Weak FoundationsFollowing the solid earnings report from Inspur Digital Enterprise Technology Limited ( HKG:596 ), the market responded...Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.34 (up from CN¥0.18 in FY 2023). Revenue: CN¥8.20b (down 1.1% from FY 2023). Net income: CN¥384.7m (up 91% from FY 2023). Profit margin: 4.7% (up from 2.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 20%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$7.85, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 184% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$7.67 per share.분석 기사 • Apr 18Is Inspur Digital Enterprise Technology (HKG:596) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Apr 08Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥0.437 to CN¥0.482. Revenue forecast unchanged at CN¥11.4b. Net income forecast to grow 42% next year vs 53% growth forecast for Software industry in Hong Kong. Consensus price target of HK$7.15 unchanged from last update. Share price fell 20% to HK$5.23 over the past week.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 9.3%After last week's 9.3% share price gain to HK$6.91, the stock trades at a forward P/E ratio of 15x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 138% over the past three years.New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 10% 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.분석 기사 • Apr 02Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 41%Despite an already strong run, Inspur Digital Enterprise Technology Limited ( HKG:596 ) shares have been powering on...공시 • Apr 02Inspur Digital Enterprise Technology Limited announces Annual dividend, payable on August 08, 2025Inspur Digital Enterprise Technology Limited announced Annual dividend of HKD 0.0800 per share payable on August 08, 2025, ex-date on June 27, 2025 and record date on June 30, 2025.Declared Dividend • Apr 02Dividend increased to HK$0.08Dividend of HK$0.08 is 167% higher than last year. Ex-date: 27th June 2025 Payment date: 1st January 1970 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%.Reported Earnings • Apr 01Full year 2024 earnings released: EPS: CN¥0.34 (vs CN¥0.18 in FY 2023)Full year 2024 results: EPS: CN¥0.34 (up from CN¥0.18 in FY 2023). Revenue: CN¥8.20b (down 1.1% from FY 2023). Net income: CN¥384.7m (up 91% from FY 2023). Profit margin: 4.7% (up from 2.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.공시 • Apr 01Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2025Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2025.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$6.66, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 26x in the Software industry in Hong Kong. Total returns to shareholders of 143% over the past three years.공시 • Mar 18Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2024 Results on Mar 31, 2025Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2024 results on Mar 31, 2025Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$6.23, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 32x in the Software industry in Hong Kong. Total returns to shareholders of 137% over the past three years.분석 기사 • Mar 03Returns At Inspur Digital Enterprise Technology (HKG:596) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to HK$5.46, the stock trades at a forward P/E ratio of 14x. Average trailing P/E is 26x in the Software industry in Hong Kong. Total returns to shareholders of 36% over the past three years.분석 기사 • Feb 03Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 26%Inspur Digital Enterprise Technology Limited ( HKG:596 ) shares have continued their recent momentum with a 26% gain in...Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$4.13, the stock trades at a forward P/E ratio of 11x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total loss to shareholders of 15% over the past three years.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$3.75, the stock trades at a forward P/E ratio of 10x. Average trailing P/E is 19x in the Software industry in Hong Kong. Total loss to shareholders of 12% over the past three years.분석 기사 • Oct 13Is Inspur Digital Enterprise Technology (HKG:596) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$3.73, the stock trades at a forward P/E ratio of 10x. Average trailing P/E is 19x in the Software industry in Hong Kong. Total loss to shareholders of 16% over the past three years.분석 기사 • Sep 27Market Participants Recognise Inspur Digital Enterprise Technology Limited's (HKG:596) Earnings Pushing Shares 29% HigherInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have had a really impressive month, gaining 29% after a...Reported Earnings • Aug 29First half 2024 earnings released: EPS: CN¥0.093 (vs CN¥0.043 in 1H 2023)First half 2024 results: EPS: CN¥0.093 (up from CN¥0.043 in 1H 2023). Revenue: CN¥4.14b (up 1.1% from 1H 2023). Net income: CN¥105.7m (up 115% from 1H 2023). Profit margin: 2.6% (up from 1.2% in 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Aug 14Inspur Digital Enterprise Technology Limited to Report First Half, 2024 Results on Aug 27, 2024Inspur Digital Enterprise Technology Limited announced that they will report first half, 2024 results on Aug 27, 2024Upcoming Dividend • Jun 20Upcoming dividend of HK$0.03 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 09 August 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (4.3%).분석 기사 • Jun 03Does Inspur Digital Enterprise Technology (HKG:596) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Buy Or Sell Opportunity • May 30Now 22% undervaluedOver the last 90 days, the stock has risen 65% to HK$3.91. The fair value is estimated to be HK$5.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.분석 기사 • May 06We Think Inspur Digital Enterprise Technology's (HKG:596) Profit Is Only A Baseline For What They Can AchieveInspur Digital Enterprise Technology Limited ( HKG:596 ) recently posted some strong earnings, and the market responded...Buy Or Sell Opportunity • May 06Now 22% undervaluedOver the last 90 days, the stock has risen 94% to HK$3.97. The fair value is estimated to be HK$5.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.Reported Earnings • May 03Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥0.18 (up from CN¥0.10 in FY 2022). Revenue: CN¥8.29b (up 19% from FY 2022). Net income: CN¥201.6m (up 70% from FY 2022). Profit margin: 2.4% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 26After Leaping 38% Inspur Digital Enterprise Technology Limited (HKG:596) Shares Are Not Flying Under The RadarInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have continued their recent momentum with a 38% gain in...Major Estimate Revision • Apr 11Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥11.2b to CN¥10.3b. EPS estimate rose from CN¥0.231 to CN¥0.27. Net income forecast to grow 54% next year vs 61% growth forecast for Software industry in Hong Kong. Consensus price target up from HK$3.00 to HK$5.00. Share price rose 12% to HK$3.74 over the past week.공시 • Mar 29Inspur Digital Enterprise Technology Limited Proposes Final Dividend for the Year Ended 31 December 2023Inspur Digital Enterprise Technology Limited proposed Final Dividend of HKD 0.03 per share for the Year ended 31 December 2023. Ex-dividend date is 27 June 2024. Record date is 05 July 2024. Payment date is 09 August 2024. Date of shareholders' approval is 20 June 2023.Reported Earnings • Mar 29Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥0.18 (up from CN¥0.10 in FY 2022). Revenue: CN¥8.29b (up 19% from FY 2022). Net income: CN¥201.6m (up 70% from FY 2022). Profit margin: 2.4% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • Mar 16Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2023 Final Results on Mar 28, 2024Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2023 final results on Mar 28, 2024분석 기사 • Mar 11Market Participants Recognise Inspur Digital Enterprise Technology Limited's (HKG:596) Earnings Pushing Shares 28% HigherInspur Digital Enterprise Technology Limited ( HKG:596 ) shareholders have had their patience rewarded with a 28% share...Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$2.70, the stock trades at a forward P/E ratio of 13x. Average trailing P/E is 8x in the Software industry in Hong Kong. Total returns to shareholders of 16% over the past three years.공시 • Feb 01Inspur Digital Enterprise Technology Limited Announces Board ChangesThe board of directors of Inspur Digital Enterprise Technology Limited announced that Mr. Wang Xingshan notified the Board of his retirement plans and will retire and resign as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company due to having reached his age of retirement with effect from 1 February 2024. The Board further announced that with effect from 1 February 2024, Mr. Zhao Zhen has been appointed as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company. The biographical details of Mr. Zhao are set out below: Mr. Zhao Zhen, aged 49, has worked in Inspur Group Limited and its subsidiaries (together, the Inspur Group) for over 26 years. Mr. Zhao has more than 26 years of extensive experience in human resources management. Mr. Zhao is currently the senior vice president and the head of human resources department of Inspur Group Limited. Mr. Zhao is also the Chaiman of the Board of the Company, as well as a director of Inspur Software Technology Company Limited. In 2020, Mr. Zhao was awarded Outstanding Enterprise Award for Enterprise Human Resources Development and Management" by Human Resources Development of China. Mr. Zhao holds a Bachelor's degree in economics from Shandong University and a Master of Business Administration from Tianjin University.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$2.17, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 27x in the Software industry in Asia. Total returns to shareholders of 12% over the past three years.분석 기사 • Jan 25Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596)When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 8x, you may consider...Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$1.89, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 26x in the Software industry in Asia. Total returns to shareholders of 8.8% over the past three years.분석 기사 • Dec 22Health Check: How Prudently Does Inspur Digital Enterprise Technology (HKG:596) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$2.35, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 28x in the Software industry in Asia. Total returns to shareholders of 27% over the past three years.New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 9.9% 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 (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change).Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.15, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Software industry in Asia. Total returns to shareholders of 19% over the past three years.분석 기사 • Oct 25Should You Investigate Inspur Digital Enterprise Technology Limited (HKG:596) At HK$1.86?Inspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw a decent...Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$1.98, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 29x in the Software industry in Asia. Total loss to shareholders of 5.5% over the past three years.New Risk • Sep 01New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 43% 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 Risk High level of non-cash earnings (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).Reported Earnings • Sep 01First half 2023 earnings released: EPS: CN¥0.043 (vs CN¥0.025 in 1H 2022)First half 2023 results: EPS: CN¥0.043 (up from CN¥0.025 in 1H 2022). Revenue: CN¥4.10b (up 91% from 1H 2022). Net income: CN¥49.2m (up 70% from 1H 2022). Profit margin: 1.2% (down from 1.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Aug 18Inspur Digital Enterprise Technology Limited to Report First Half, 2023 Results on Aug 31, 2023Inspur Digital Enterprise Technology Limited announced that they will report first half, 2023 results on Aug 31, 2023분석 기사 • Jul 05Why Inspur Digital Enterprise Technology Limited (HKG:596) Could Be Worth WatchingInspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw significant...Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$2.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 33x in the Software industry in Asia. Total loss to shareholders of 19% over the past three years.Upcoming Dividend • Jun 26Upcoming dividend of HK$0.02 per share at 0.6% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 10 August 2023. Trailing yield: 0.6%. Lower than top quartile of Hong Kong dividend payers (8.0%). In line with average of industry peers (0.7%).공시 • May 26Inspur Digital Enterprise Technology Limited Proposes Final Dividend for the Year Ended 31 December 2022, Payable on August 10, 2023Inspur Digital Enterprise Technology Limited at its annual general meeting to be held on 26 June 2023 proposed to declare a final dividend of HKD 0.02 per share of the Company for the year ended 31 December 2022. For determining the entitlement to the Proposed Final Dividend (subject to approval by Shareholders at the AGM). The register of members of the Company will be closed from 5 July 2023 to 7 July 2023, both days inclusive, during which no transfer of Shares will be registered. Ex-dividend date is June 30, 2023, record date is July 7, 2023 and payment date is August 10, 2023.공시 • May 25Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 26, 2023Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 26, 2023, at 10:00 China Standard Time. Location: Flats B&C, 30/F., Tower A, Billion Center, 1 Wang Kwong Road Kowloon Bay Kowloon Hong Kong Agenda: To receive and adopt the audited consolidated financial statements and the reports of the Board and auditors of the Company for the year ended 31 December 2022; to re-elect Mr. Wang Xingshan as an executive Director; to re-elect Mr. Wang Yusen as an executive Director; to re-elect Mr. Ding as an independent non-executive Director; and to authorise the Board to fix the Directors' remuneration; to appoint SHINEWING (HK) CPA Limited as auditor of the Company and to authorise the Board to fix their remuneration; to declare a final dividend of HK$0.02 per share of the Company for the year ended 31 December 2022; to consider the amendments to the existing memorandum and articles of association; and to consider other matters.Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to HK$2.77, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 31x in the Software industry in Asia. Total returns to shareholders of 20% over the past three years.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$3.80, the stock trades at a trailing P/E ratio of 32.1x. Average forward P/E is 34x in the Software industry in Hong Kong. Total returns to shareholders of 55% over the past three years.Buying Opportunity • Apr 21Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be HK$5.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 68% in the next 2 years.분석 기사 • Mar 20At HK$4.52, Is It Time To Put Inspur International Limited (HKG:596) On Your Watch List?Inspur International Limited ( HKG:596 ), might not be a large cap stock, but it saw a significant share price rise of...Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 25% share price gain to HK$4.05, the stock trades at a trailing P/E ratio of 58.1x. Average trailing P/E is 16x in the Software industry in Hong Kong. Total returns to shareholders of 28% over the past three years.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 37% share price gain to HK$4.49, the stock trades at a trailing P/E ratio of 64.4x. Average trailing P/E is 13x in the Software industry in Hong Kong. Total returns to shareholders of 39% over the past three years.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 44% share price gain to HK$3.39, the stock trades at a trailing P/E ratio of 48.6x. Average trailing P/E is 12x in the Software industry in Hong Kong. Total returns to shareholders of 12% over the past three years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Xiangqian Ding was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$1.93, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 18x in the Software industry in Hong Kong. Total loss to shareholders of 37% over the past three years.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$1.59, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 19x in the Software industry in Hong Kong. Total loss to shareholders of 51% over the past three years.이익 및 매출 성장 예측SEHK:596 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202710,211783747784312/31/20269,241631507640312/31/20257,308238-817-609N/A9/30/20257,856350-629-490N/A6/30/20258,403462-440-370N/A3/31/20258,302423-371-301N/A12/31/20248,201385-301-231N/A9/30/20248,270321-128-72N/A6/30/20248,3392584587N/A3/31/20248,317230122163N/A12/31/20238,294202198240N/A9/30/20238,637171-84-45N/A6/30/20238,980140-367-330N/A3/31/20237,973129-108-71N/A12/31/20226,967119151188N/A9/30/20225,5229285122N/A6/30/20224,038662159N/A3/31/20223,678603572N/A12/31/20213,250545188N/A9/30/20212,827-1096126N/A6/30/20212,420-74141165N/A3/31/20212,304-10495119N/A12/31/20202,153-1324671N/A9/30/20202,291-5185125N/A6/30/20202,43637127183N/A3/31/20202,544111153208N/A12/31/20192,589181174228N/A9/30/20192,560230N/A207N/A6/30/20192,390265N/A174N/A3/31/20192,206268N/A196N/A12/31/20182,146285N/A228N/A9/30/20182,181268N/A180N/A6/30/20182,134242N/A127N/A3/31/20181,796170N/A91N/A12/31/20171,637116N/A64N/A9/30/20171,34582N/A77N/A6/30/20171,03546N/A90N/A3/31/20171,04350N/A105N/A12/31/20161,04254N/A119N/A9/30/201695624N/AN/AN/A6/30/2016909-4N/A93N/A3/31/2016846-8N/A73N/A12/31/2015814-13N/A57N/A9/30/2015767-21N/AN/AN/A6/30/2015718-28N/A44N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 596 의 연간 예상 수익 증가율(49.6%)이 saving rate(3%)보다 높습니다.수익 vs 시장: 596 의 연간 수익(49.6%)이 Hong Kong 시장(12.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 596 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 596 의 수익(연간 16.3%)이 Hong Kong 시장(연간 8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 596 의 수익(연간 16.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 596의 자본 수익률은 3년 후 19.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 20:09종가2026/05/27 00:00수익2025/12/31연간 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 소스Inspur Digital Enterprise Technology Limited는 13명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Junyun ChenCitic Securities Co., Ltd.Paul QuahCLSATianzi FuEverbright Securities Co. Ltd.10명의 분석가 더 보기
Major Estimate Revision • Apr 08Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥0.437 to CN¥0.482. Revenue forecast unchanged at CN¥11.4b. Net income forecast to grow 42% next year vs 53% growth forecast for Software industry in Hong Kong. Consensus price target of HK$7.15 unchanged from last update. Share price fell 20% to HK$5.23 over the past week.
Major Estimate Revision • Apr 11Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥11.2b to CN¥10.3b. EPS estimate rose from CN¥0.231 to CN¥0.27. Net income forecast to grow 54% next year vs 61% growth forecast for Software industry in Hong Kong. Consensus price target up from HK$3.00 to HK$5.00. Share price rose 12% to HK$3.74 over the past week.
공시 • May 26Inspur Digital Enterprise Technology Limited Announces Board and Committee Changes, Effective May 26, 2026Inspur Digital Enterprise Technology Limited announced that Ms. Li Chunxiang ("Ms. Li") has tendered her resignation as a non-executive Director, and a member of the Remuneration Committee of the Company with effect from 26 May 2026 due to her personal work commitments. The Board announced that with effect from 26 May 2026, Mr. Xie Bingbing ("Mr. Xie") has been appointed as a non-executive Director, and a member of the Remuneration Committee of the Company. Mr. Xie, aged 39, graduated from Shandong University of Finance (currently known as Shandong University of Finance and Economics, majoring in Accounting and holding a Bachelor's Degree in Management. Mr. Xie has ample experience in finance, corporate management and capital management. He previously served as the assistant to general manager of Shandong Huitong Financial Leasing Co. Ltd. deputy head of capital management department of Inspur Group and the director of Shandong Inspur Database Technology Co. Ltd. Currently, Mr. Xie serves as head of capital management department of Inspur Group Co., Limited.
New Risk • May 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 46% 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 Risk High level of non-cash earnings (46% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Profit margins are more than 30% lower than last year (3.3% net profit margin).
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.64, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Software industry in Hong Kong. Total loss to shareholders of 18% over the past three years.
Recent Insider Transactions • Apr 07Chairman of the Board recently bought HK$187k worth of stockOn the 1st of April, Daisen Wei bought around 80k shares on-market at roughly HK$2.34 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Daisen has been a buyer over the last 12 months, purchasing a net total of HK$281k worth in shares.
Declared Dividend • Apr 01Dividend of HK$0.04 announcedShareholders will receive a dividend of HK$0.04. Ex-date: 29th June 2026 Payment date: 7th August 2026 Dividend yield will be 1.6%, which is higher than the industry average of 0.8%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 126% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 31Inspur Digital Enterprise Technology Limited announces Annual dividend, payable on August 07, 2026Inspur Digital Enterprise Technology Limited announced Annual dividend of HKD 0.0400 per share payable on August 07, 2026, ex-date on June 29, 2026 and record date on June 30, 2026.
New Risk • Mar 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 12% 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 (38% accrual ratio). 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 (12% average weekly change).
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to HK$2.18, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 23x in the Software industry in Hong Kong. Total loss to shareholders of 48% over the past three years.
공시 • Mar 31Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2026Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2026.
New Risk • Mar 23New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
공시 • Mar 16Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2025 Results on Mar 30, 2026Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2025 results on Mar 30, 2026
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$4.27, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 34x in the Software industry in Hong Kong. Total loss to shareholders of 19% over the past three years.
분석 기사 • Jan 30Take Care Before Jumping Onto Inspur Digital Enterprise Technology Limited (HKG:596) Even Though It's 25% CheaperUnfortunately for some shareholders, the Inspur Digital Enterprise Technology Limited ( HKG:596 ) share price has dived...
분석 기사 • Jan 16At HK$6.02, Is It Time To Put Inspur Digital Enterprise Technology Limited (HKG:596) On Your Watch List?Inspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw a...
공시 • Jan 09+ 1 more updateInspur Digital Enterprise Technology Limited Announces General Manager Changes, with Effect from 9 January 2026The Board of Inspur Digital Enterprise Technology Limited announced that with effect from 9 January 2026, Mr. Wei Daisen has been appointed as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company. Mr. Wei Daisen, aged 54, holds a Master's degree in software engineering from Shandong University and is a Taishan Industry Leading Talent. Mr. Wei is a committee member of the Technical Committee on National Accounting Information Standardization of the Finance Department and the Deputy Principal of the Intelligent Finance Professional Committee of the China Chief Accountants Association. Prior to the appointment as the executive Director and Chairman of the Board, Mr. Wei has been serving as the general manager of the Company (the "General Manager") from September 2021. Mr. Wei also concurrently serves as the director of certain members of the Group, including the chairman of the board of directors of Inspur Genersoft Co., Ltd, a wholly-owned subsidiary of the Company. Previously, Mr. Wei also served as the manager, deputy general manager and general manager of the GS product department of Inspur Genersoft Co. Ltd. and deputy general manager of the Company. Upon appointment as an executive Director and Chairman of the Board, Mr. Wei will cease to be the General Manager of the Company simultaneously. The Board would like welcome Mr. Wei for joining the Board. The Board announced that with effect from 9 January 2026, Mr. Zhang Jinlonghas been appointed as the General Manager of the Company. Mr. Zhang Jinlong, aged 43, holds a Bachelor's degree in Management from Chengdu University of Technology. He has 20 years of experience in marketing, sales, and management in the enterprise management software sector. Mr. Zhang joined Inspur Group Limited and its subsidiaries (together, the "Inspur Group") in 2006 and has since served as deputy General Manager of the Company, and Chairman of Shandong Inspur Intelligent Manufacturing Technology Co. Ltd., a subsidiary of the Inspur Group.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$5.63, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 31x in the Software industry in Hong Kong. Total returns to shareholders of 32% over the past three years.
공시 • Nov 27Inspur Digital Enterprise Technology Limited has completed a Follow-on Equity Offering in the amount of HKD 493.7282 million.Inspur Digital Enterprise Technology Limited has completed a Follow-on Equity Offering in the amount of HKD 493.7282 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 67,634,000 Price\Range: HKD 7.3 Discount Per Security: HKD 0.0511 Transaction Features: Subsequent Direct Listing
공시 • Nov 18Inspur Digital Enterprise Technology Limited has filed a Follow-on Equity Offering in the amount of HKD 493.7282 million.Inspur Digital Enterprise Technology Limited has filed a Follow-on Equity Offering in the amount of HKD 493.7282 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 67,634,000 Price\Range: HKD 7.3 Discount Per Security: HKD 0.0511 Transaction Features: Subsequent Direct Listing
분석 기사 • Oct 12What You Can Learn From Inspur Digital Enterprise Technology Limited's (HKG:596) P/E After Its 25% Share Price CrashInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have retraced a considerable 25% in the last month...
Reported Earnings • Oct 02First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Sep 22Should You Think About Buying Inspur Digital Enterprise Technology Limited (HKG:596) Now?Inspur Digital Enterprise Technology Limited ( HKG:596 ), might not be a large cap stock, but it saw a significant...
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$10.83, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 29x in the Software industry in Hong Kong. Total returns to shareholders of 388% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$19.41 per share.
Reported Earnings • Sep 03First half 2025 earnings released: EPS: CN¥0.16 (vs CN¥0.093 in 1H 2024)First half 2025 results: EPS: CN¥0.16 (up from CN¥0.093 in 1H 2024). Revenue: CN¥4.34b (up 4.9% from 1H 2024). Net income: CN¥183.1m (up 73% from 1H 2024). Profit margin: 4.2% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 57% per year whereas the company’s share price has increased by 58% per year.
분석 기사 • Aug 22The Return Trends At Inspur Digital Enterprise Technology (HKG:596) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
공시 • Aug 15Inspur Digital Enterprise Technology Limited to Report First Half, 2025 Results on Aug 31, 2025Inspur Digital Enterprise Technology Limited announced that they will report first half, 2025 results on Aug 31, 2025
Recent Insider Transactions • Aug 06Independent Non-Executive Director recently sold HK$2.0m worth of stockOn the 30th of July, Lit Chor Wong sold around 196k shares on-market at roughly HK$10.11 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of HK$3.6m more than they bought in the last 12 months.
분석 기사 • Aug 04Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 38%The Inspur Digital Enterprise Technology Limited ( HKG:596 ) share price has done very well over the last month...
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$10.38, the stock trades at a forward P/E ratio of 21x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 281% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$20.75 per share.
Upcoming Dividend • Jun 20Upcoming dividend of HK$0.08 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Hong Kong dividend payers (7.5%). Lower than average of industry peers (3.0%).
분석 기사 • Jun 10Inspur Digital Enterprise Technology Limited's (HKG:596) CEO Looks Like They Deserve Their Pay PacketKey Insights Inspur Digital Enterprise Technology to hold its Annual General Meeting on 17th of June Salary of CN¥2.52m...
분석 기사 • May 19Is It Time To Consider Buying Inspur Digital Enterprise Technology Limited (HKG:596)?While Inspur Digital Enterprise Technology Limited ( HKG:596 ) might not have the largest market cap around , it...
분석 기사 • May 06Inspur Digital Enterprise Technology's (HKG:596) Solid Earnings May Rest On Weak FoundationsFollowing the solid earnings report from Inspur Digital Enterprise Technology Limited ( HKG:596 ), the market responded...
Reported Earnings • May 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: CN¥0.34 (up from CN¥0.18 in FY 2023). Revenue: CN¥8.20b (down 1.1% from FY 2023). Net income: CN¥384.7m (up 91% from FY 2023). Profit margin: 4.7% (up from 2.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 20%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to HK$7.85, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 184% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$7.67 per share.
분석 기사 • Apr 18Is Inspur Digital Enterprise Technology (HKG:596) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Apr 08Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥0.437 to CN¥0.482. Revenue forecast unchanged at CN¥11.4b. Net income forecast to grow 42% next year vs 53% growth forecast for Software industry in Hong Kong. Consensus price target of HK$7.15 unchanged from last update. Share price fell 20% to HK$5.23 over the past week.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 9.3%After last week's 9.3% share price gain to HK$6.91, the stock trades at a forward P/E ratio of 15x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total returns to shareholders of 138% over the past three years.
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 10% 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.
분석 기사 • Apr 02Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 41%Despite an already strong run, Inspur Digital Enterprise Technology Limited ( HKG:596 ) shares have been powering on...
공시 • Apr 02Inspur Digital Enterprise Technology Limited announces Annual dividend, payable on August 08, 2025Inspur Digital Enterprise Technology Limited announced Annual dividend of HKD 0.0800 per share payable on August 08, 2025, ex-date on June 27, 2025 and record date on June 30, 2025.
Declared Dividend • Apr 02Dividend increased to HK$0.08Dividend of HK$0.08 is 167% higher than last year. Ex-date: 27th June 2025 Payment date: 1st January 1970 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%.
Reported Earnings • Apr 01Full year 2024 earnings released: EPS: CN¥0.34 (vs CN¥0.18 in FY 2023)Full year 2024 results: EPS: CN¥0.34 (up from CN¥0.18 in FY 2023). Revenue: CN¥8.20b (down 1.1% from FY 2023). Net income: CN¥384.7m (up 91% from FY 2023). Profit margin: 4.7% (up from 2.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
공시 • Apr 01Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2025Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 17, 2025.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$6.66, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 26x in the Software industry in Hong Kong. Total returns to shareholders of 143% over the past three years.
공시 • Mar 18Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2024 Results on Mar 31, 2025Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2024 results on Mar 31, 2025
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$6.23, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 32x in the Software industry in Hong Kong. Total returns to shareholders of 137% over the past three years.
분석 기사 • Mar 03Returns At Inspur Digital Enterprise Technology (HKG:596) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 24%After last week's 24% share price gain to HK$5.46, the stock trades at a forward P/E ratio of 14x. Average trailing P/E is 26x in the Software industry in Hong Kong. Total returns to shareholders of 36% over the past three years.
분석 기사 • Feb 03Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596) As Its Stock Soars 26%Inspur Digital Enterprise Technology Limited ( HKG:596 ) shares have continued their recent momentum with a 26% gain in...
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$4.13, the stock trades at a forward P/E ratio of 11x. Average trailing P/E is 25x in the Software industry in Hong Kong. Total loss to shareholders of 15% over the past three years.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$3.75, the stock trades at a forward P/E ratio of 10x. Average trailing P/E is 19x in the Software industry in Hong Kong. Total loss to shareholders of 12% over the past three years.
분석 기사 • Oct 13Is Inspur Digital Enterprise Technology (HKG:596) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 23%After last week's 23% share price gain to HK$3.73, the stock trades at a forward P/E ratio of 10x. Average trailing P/E is 19x in the Software industry in Hong Kong. Total loss to shareholders of 16% over the past three years.
분석 기사 • Sep 27Market Participants Recognise Inspur Digital Enterprise Technology Limited's (HKG:596) Earnings Pushing Shares 29% HigherInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have had a really impressive month, gaining 29% after a...
Reported Earnings • Aug 29First half 2024 earnings released: EPS: CN¥0.093 (vs CN¥0.043 in 1H 2023)First half 2024 results: EPS: CN¥0.093 (up from CN¥0.043 in 1H 2023). Revenue: CN¥4.14b (up 1.1% from 1H 2023). Net income: CN¥105.7m (up 115% from 1H 2023). Profit margin: 2.6% (up from 1.2% in 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Aug 14Inspur Digital Enterprise Technology Limited to Report First Half, 2024 Results on Aug 27, 2024Inspur Digital Enterprise Technology Limited announced that they will report first half, 2024 results on Aug 27, 2024
Upcoming Dividend • Jun 20Upcoming dividend of HK$0.03 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 09 August 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Hong Kong dividend payers (7.7%). Lower than average of industry peers (4.3%).
분석 기사 • Jun 03Does Inspur Digital Enterprise Technology (HKG:596) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Buy Or Sell Opportunity • May 30Now 22% undervaluedOver the last 90 days, the stock has risen 65% to HK$3.91. The fair value is estimated to be HK$5.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.
분석 기사 • May 06We Think Inspur Digital Enterprise Technology's (HKG:596) Profit Is Only A Baseline For What They Can AchieveInspur Digital Enterprise Technology Limited ( HKG:596 ) recently posted some strong earnings, and the market responded...
Buy Or Sell Opportunity • May 06Now 22% undervaluedOver the last 90 days, the stock has risen 94% to HK$3.97. The fair value is estimated to be HK$5.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.
Reported Earnings • May 03Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥0.18 (up from CN¥0.10 in FY 2022). Revenue: CN¥8.29b (up 19% from FY 2022). Net income: CN¥201.6m (up 70% from FY 2022). Profit margin: 2.4% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 26After Leaping 38% Inspur Digital Enterprise Technology Limited (HKG:596) Shares Are Not Flying Under The RadarInspur Digital Enterprise Technology Limited ( HKG:596 ) shares have continued their recent momentum with a 38% gain in...
Major Estimate Revision • Apr 11Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CN¥11.2b to CN¥10.3b. EPS estimate rose from CN¥0.231 to CN¥0.27. Net income forecast to grow 54% next year vs 61% growth forecast for Software industry in Hong Kong. Consensus price target up from HK$3.00 to HK$5.00. Share price rose 12% to HK$3.74 over the past week.
공시 • Mar 29Inspur Digital Enterprise Technology Limited Proposes Final Dividend for the Year Ended 31 December 2023Inspur Digital Enterprise Technology Limited proposed Final Dividend of HKD 0.03 per share for the Year ended 31 December 2023. Ex-dividend date is 27 June 2024. Record date is 05 July 2024. Payment date is 09 August 2024. Date of shareholders' approval is 20 June 2023.
Reported Earnings • Mar 29Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: CN¥0.18 (up from CN¥0.10 in FY 2022). Revenue: CN¥8.29b (up 19% from FY 2022). Net income: CN¥201.6m (up 70% from FY 2022). Profit margin: 2.4% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • Mar 16Inspur Digital Enterprise Technology Limited to Report Fiscal Year 2023 Final Results on Mar 28, 2024Inspur Digital Enterprise Technology Limited announced that they will report fiscal year 2023 final results on Mar 28, 2024
분석 기사 • Mar 11Market Participants Recognise Inspur Digital Enterprise Technology Limited's (HKG:596) Earnings Pushing Shares 28% HigherInspur Digital Enterprise Technology Limited ( HKG:596 ) shareholders have had their patience rewarded with a 28% share...
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$2.70, the stock trades at a forward P/E ratio of 13x. Average trailing P/E is 8x in the Software industry in Hong Kong. Total returns to shareholders of 16% over the past three years.
공시 • Feb 01Inspur Digital Enterprise Technology Limited Announces Board ChangesThe board of directors of Inspur Digital Enterprise Technology Limited announced that Mr. Wang Xingshan notified the Board of his retirement plans and will retire and resign as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company due to having reached his age of retirement with effect from 1 February 2024. The Board further announced that with effect from 1 February 2024, Mr. Zhao Zhen has been appointed as an executive Director, the Chairman of the Board, and the Chairman of the Nomination Committee of the Company. The biographical details of Mr. Zhao are set out below: Mr. Zhao Zhen, aged 49, has worked in Inspur Group Limited and its subsidiaries (together, the Inspur Group) for over 26 years. Mr. Zhao has more than 26 years of extensive experience in human resources management. Mr. Zhao is currently the senior vice president and the head of human resources department of Inspur Group Limited. Mr. Zhao is also the Chaiman of the Board of the Company, as well as a director of Inspur Software Technology Company Limited. In 2020, Mr. Zhao was awarded Outstanding Enterprise Award for Enterprise Human Resources Development and Management" by Human Resources Development of China. Mr. Zhao holds a Bachelor's degree in economics from Shandong University and a Master of Business Administration from Tianjin University.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$2.17, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 27x in the Software industry in Asia. Total returns to shareholders of 12% over the past three years.
분석 기사 • Jan 25Earnings Tell The Story For Inspur Digital Enterprise Technology Limited (HKG:596)When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 8x, you may consider...
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$1.89, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 26x in the Software industry in Asia. Total returns to shareholders of 8.8% over the past three years.
분석 기사 • Dec 22Health Check: How Prudently Does Inspur Digital Enterprise Technology (HKG:596) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$2.35, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 28x in the Software industry in Asia. Total returns to shareholders of 27% over the past three years.
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Hong Kong stocks, typically moving 9.9% 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 (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change).
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.15, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Software industry in Asia. Total returns to shareholders of 19% over the past three years.
분석 기사 • Oct 25Should You Investigate Inspur Digital Enterprise Technology Limited (HKG:596) At HK$1.86?Inspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw a decent...
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to HK$1.98, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 29x in the Software industry in Asia. Total loss to shareholders of 5.5% over the past three years.
New Risk • Sep 01New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 43% 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 Risk High level of non-cash earnings (43% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.6% average weekly change).
Reported Earnings • Sep 01First half 2023 earnings released: EPS: CN¥0.043 (vs CN¥0.025 in 1H 2022)First half 2023 results: EPS: CN¥0.043 (up from CN¥0.025 in 1H 2022). Revenue: CN¥4.10b (up 91% from 1H 2022). Net income: CN¥49.2m (up 70% from 1H 2022). Profit margin: 1.2% (down from 1.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Aug 18Inspur Digital Enterprise Technology Limited to Report First Half, 2023 Results on Aug 31, 2023Inspur Digital Enterprise Technology Limited announced that they will report first half, 2023 results on Aug 31, 2023
분석 기사 • Jul 05Why Inspur Digital Enterprise Technology Limited (HKG:596) Could Be Worth WatchingInspur Digital Enterprise Technology Limited ( HKG:596 ), is not the largest company out there, but it saw significant...
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$2.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 33x in the Software industry in Asia. Total loss to shareholders of 19% over the past three years.
Upcoming Dividend • Jun 26Upcoming dividend of HK$0.02 per share at 0.6% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 10 August 2023. Trailing yield: 0.6%. Lower than top quartile of Hong Kong dividend payers (8.0%). In line with average of industry peers (0.7%).
공시 • May 26Inspur Digital Enterprise Technology Limited Proposes Final Dividend for the Year Ended 31 December 2022, Payable on August 10, 2023Inspur Digital Enterprise Technology Limited at its annual general meeting to be held on 26 June 2023 proposed to declare a final dividend of HKD 0.02 per share of the Company for the year ended 31 December 2022. For determining the entitlement to the Proposed Final Dividend (subject to approval by Shareholders at the AGM). The register of members of the Company will be closed from 5 July 2023 to 7 July 2023, both days inclusive, during which no transfer of Shares will be registered. Ex-dividend date is June 30, 2023, record date is July 7, 2023 and payment date is August 10, 2023.
공시 • May 25Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 26, 2023Inspur Digital Enterprise Technology Limited, Annual General Meeting, Jun 26, 2023, at 10:00 China Standard Time. Location: Flats B&C, 30/F., Tower A, Billion Center, 1 Wang Kwong Road Kowloon Bay Kowloon Hong Kong Agenda: To receive and adopt the audited consolidated financial statements and the reports of the Board and auditors of the Company for the year ended 31 December 2022; to re-elect Mr. Wang Xingshan as an executive Director; to re-elect Mr. Wang Yusen as an executive Director; to re-elect Mr. Ding as an independent non-executive Director; and to authorise the Board to fix the Directors' remuneration; to appoint SHINEWING (HK) CPA Limited as auditor of the Company and to authorise the Board to fix their remuneration; to declare a final dividend of HK$0.02 per share of the Company for the year ended 31 December 2022; to consider the amendments to the existing memorandum and articles of association; and to consider other matters.
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to HK$2.77, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 31x in the Software industry in Asia. Total returns to shareholders of 20% over the past three years.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$3.80, the stock trades at a trailing P/E ratio of 32.1x. Average forward P/E is 34x in the Software industry in Hong Kong. Total returns to shareholders of 55% over the past three years.
Buying Opportunity • Apr 21Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 8.4%. The fair value is estimated to be HK$5.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 68% in the next 2 years.
분석 기사 • Mar 20At HK$4.52, Is It Time To Put Inspur International Limited (HKG:596) On Your Watch List?Inspur International Limited ( HKG:596 ), might not be a large cap stock, but it saw a significant share price rise of...
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 25% share price gain to HK$4.05, the stock trades at a trailing P/E ratio of 58.1x. Average trailing P/E is 16x in the Software industry in Hong Kong. Total returns to shareholders of 28% over the past three years.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 37% share price gain to HK$4.49, the stock trades at a trailing P/E ratio of 64.4x. Average trailing P/E is 13x in the Software industry in Hong Kong. Total returns to shareholders of 39% over the past three years.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 44% share price gain to HK$3.39, the stock trades at a trailing P/E ratio of 48.6x. Average trailing P/E is 12x in the Software industry in Hong Kong. Total returns to shareholders of 12% over the past three years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Xiangqian Ding was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to HK$1.93, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 18x in the Software industry in Hong Kong. Total loss to shareholders of 37% over the past three years.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$1.59, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 19x in the Software industry in Hong Kong. Total loss to shareholders of 51% over the past three years.