View ValuationAsiaInfo Technologies 향후 성장Future 기준 점검 3/6AsiaInfo Technologies (는) 각각 연간 61.2% 및 6.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 60.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.2% 로 예상됩니다.핵심 정보61.2%이익 성장률60.49%EPS 성장률Software 이익 성장82.2%매출 성장률6.1%향후 자기자본이익률9.19%애널리스트 커버리지Low마지막 업데이트09 Mar 2026최근 향후 성장 업데이트공지 • Jan 22AsiaInfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2025AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2025. It is expected that the operating revenue of the Group for the year ended 31 December 2025 (the "Period") will be approximately RMB 6.20 billion to RMB 6.35 billion (2024: approximately RMB 6.646 billion), while the net profit for the Period will be approximately RMB 70 million to RMB 110 million (2024: approximately RMB 516 million), and the net cash inflow from operating activities will be approximately RMB 400 million (2024: net outflow of approximately RMB 100 million). The decrease in the Group's net profit for the Period was partly attributable to the effects of the non-operating items, which have no adverse impact on the Group's daily operations and long-term business development. It is primarily due to the one-time severance compensation of approximately RMB175 million arising from personnel restructuring optimisation. Excluding the effects of the non-operating items, the Group's net profit for the Period is expected to be approximately RMB 250 million to RMB 290 million. Additionally, the Company actively navigated severe and complicated external environments and overcame pressures and challenges, achieving improvements or enhancements in certain business segments and performance. Major achievements include: i) transformation and innovation in traditional businesses, with proactive measures taken to address the cost-reduction and efficiency-enhancement pressure from operator customers. As a result, the downward trend in operator market revenue has been significantly controlled and improved, with the high double-digit decrease in 2024 substantially narrowed to a mid single-digit decrease in 2025; ii) capitalising on our continued expansion and investment in AI delivery and other areas by building a sustainable AI delivery system while deepening collaboration with leading companies like Alibaba Cloud and NVIDIA, we achieved substantial growth in revenue and orders and maintained a robust pipeline of business opportunities, with increased proactive investments in areas such as physical AI and satellite internet; and iii) our operating cash flow has changed from a net outflow in 2024 to a net inflow due to significant improvement in receivables collection.공지 • Feb 09Asiainfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2023AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2023. For the year, company expects operating revenue of the Group will increase by approximately 0.5% to 2.5% (2022: approximately RMB 7.738 billion) as compared to that of the previous year, and the profit for the period will decrease by approximately 37% to 43% (2022: approximately RMB 824 million) as compared to that of the previous year.모든 업데이트 보기Recent updates공지 • Mar 24+ 1 more updateAsiaInfo Technologies Limited announces Annual dividend, payable on June 22, 2026AsiaInfo Technologies Limited announced Annual dividend of HKD 0.0540 per share payable on June 22, 2026, ex-date on June 01, 2026 and record date on June 02, 2026.공지 • Mar 11AsiaInfo Technologies Limited to Report Fiscal Year 2025 Results on Mar 23, 2026AsiaInfo Technologies Limited announced that they will report fiscal year 2025 results on Mar 23, 2026공지 • Jan 22AsiaInfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2025AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2025. It is expected that the operating revenue of the Group for the year ended 31 December 2025 (the "Period") will be approximately RMB 6.20 billion to RMB 6.35 billion (2024: approximately RMB 6.646 billion), while the net profit for the Period will be approximately RMB 70 million to RMB 110 million (2024: approximately RMB 516 million), and the net cash inflow from operating activities will be approximately RMB 400 million (2024: net outflow of approximately RMB 100 million). The decrease in the Group's net profit for the Period was partly attributable to the effects of the non-operating items, which have no adverse impact on the Group's daily operations and long-term business development. It is primarily due to the one-time severance compensation of approximately RMB175 million arising from personnel restructuring optimisation. Excluding the effects of the non-operating items, the Group's net profit for the Period is expected to be approximately RMB 250 million to RMB 290 million. Additionally, the Company actively navigated severe and complicated external environments and overcame pressures and challenges, achieving improvements or enhancements in certain business segments and performance. Major achievements include: i) transformation and innovation in traditional businesses, with proactive measures taken to address the cost-reduction and efficiency-enhancement pressure from operator customers. As a result, the downward trend in operator market revenue has been significantly controlled and improved, with the high double-digit decrease in 2024 substantially narrowed to a mid single-digit decrease in 2025; ii) capitalising on our continued expansion and investment in AI delivery and other areas by building a sustainable AI delivery system while deepening collaboration with leading companies like Alibaba Cloud and NVIDIA, we achieved substantial growth in revenue and orders and maintained a robust pipeline of business opportunities, with increased proactive investments in areas such as physical AI and satellite internet; and iii) our operating cash flow has changed from a net outflow in 2024 to a net inflow due to significant improvement in receivables collection.공지 • Jan 02+ 1 more updateAsiainfo Technologies Limited Announces CEO ChangesAsiaInfo Technologies Limited announced that GAO Nianshu tendered his resignation as chief executive officer ("CEO") of the Company due to his retirement, The Board further announces that Dr. Ye Ouyang, the current Chief Technology Officer of the Company, has been appointed as the CEO with effect from 1 January 2026. The biographical details of Dr. Ye Ouyang are as follows: Dr. Ye Ouyang, Professor and IEEE Fellow, aged 44, has served as Chief Technology Officer and Senior Vice President at AsiaInfo Technologies since July 2018. He also chairs the Group's Technology Committee and directs the R&D Center. He is primarily responsible for setting AsiaInfo's direction of technology and product leadership and overseeing the corporate's global research, development, and innovation activities. Dr. Ye Ouyang has extensive experience in large-scale team management and R&D innovation in the ICT field. He focuses on cross-domain innovation and the commercialization of technologies in cellular networks, AI, and data science. In November 2022, Dr. Ye Ouyang was elected as an IEEE Fellow in recognition of his outstanding contribution and leadership in the fields of network intelligence and self-organizing cellular networks, making him one of the youngest IEEE Fellows in the interdisciplinary fields of network intelligence, communications, and AI. Dr. Ye Ouyang is a Member of President's Leadership Council at Stevens Institute of Technology, a Distinguished Visiting Professor at Tsinghua University, and Co-Director of the Tsinghua-AsiaInfo Joint Institute of 6G Network & Intelligent Computing. Prior to joining AsiaInfo, Dr. Ouyang held a position at Verizon, the largest telecommunications operator in the United States. He serves in various roles across global telecommunication standard bodies, academic institutions, and high-tech organizations, including Chair or Board Member of multiple working groups and conferences within ETSI and IEEE, and Chair of the AI Chapter at the Beijing Software Industry Association. Dr. Ye Ouyang has received numerous awards in both industry and academia, with recent honors including 2017 Asian American Engineer of the Year (AAEOY), 2023 Forbes 100 Most Influential Chinese Selection Award, 2021 Top 100 Diverse Leaders in Tech, US National Diversity Council, 2019 TMForum Future Digital Leader Award, 2022 Science and Technology Award First Prize by CCF (China Computer Federation), 2023 Science and Technology Award First Prize by CAA (China Association of Automation), 2024/2025 Science and Technology Award Second Prize by Beijing City, 2025 Science and Technology Award Second Prize by CIC (China Institute of Communications), 2025 Science and Technology Award Second Prize by CIE (China Institute of Electronics), 2023 Science and Technology Award Second Prize by CCF (China Computer Federation), 2021 Wu Wenjun AI Science and Technology Award by CAAI (Chinese Association for AI), 2020 China Artificial Intelligence Industry Annual Leader Award, 2017 US Telecom Innovation Awards by Fierce (BSS/OSS), 2017 Most Innovative Telco Big Data Analytics Platform Award by Telco Data Analytics USA, 2016 US Telecom Innovation Awards by Fierce, 2015 Chair Award for "Wireless Communications & Interdisciplinary Perspective" Contribution by IEEE WTS, research fund by the White House Office of Science and Technology Policy (OSTP), and 2017 IEEE International Conference on Big Data (IEEE BigData) Best Paper Award. Dr. Ye Ouyang has authored 93 academic papers, holds 212 patents, has contributed to 274 standards, and has published 13 books. He holds a Bachelor of Engineering from Southeast University in China, a Master of Science from Tufts University in the United States, a Master of Science from Columbia University in the United States, and a Ph.D. from Stevens Institute of Technology in the United States.공지 • Jul 15AsiaInfo Technologies Limited to Report First Half, 2025 Results on Aug 04, 2025AsiaInfo Technologies Limited announced that they will report first half, 2025 results on Aug 04, 2025공지 • May 29AsiaInfo Technologies Limited Declares Final Dividend for the Year Ended 31 December 2024AsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a final dividend of HKD 0.252 per Share for the year ended 31 December 2024.공지 • May 28AsiaInfo Technologies Limited Declares Special DividendAsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a special dividend of HKD 0.160 per Share.공지 • Mar 11AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025, at 10:00 China Standard Time.공지 • Mar 10+ 1 more updateAsiainfo Technologies Limited Proposes Final Cash Dividend for the Year Ended 31 December 2024, Payable on 20 June 2025Asiainfo Technologies Limited proposed final cash dividend of HKD 0.252 per share for the Year Ended 31 December 2024, Payable on 20 June 2025. Ex-dividend date is 30 May 2025. Record date is 06 June 2025. Date of shareholders' approval is 28 May 2025.공지 • Feb 26AsiaInfo Technologies Limited to Report Fiscal Year 2024 Results on Mar 10, 2025AsiaInfo Technologies Limited announced that they will report fiscal year 2024 results on Mar 10, 2025공지 • Nov 11Asiainfo Technologies Limited Announces Board and Committee ChangesAsiaInfo Technologies Limited announced changes in Directors which have taken place immediately upon Completion: Resignations: Mr. XIN Yuesheng resigned as an executive Director; Mr. CHENG Xike resigned as a non-executive Director; Dr. GAO Jack Qunyao resigned as an independent non-executive Director. Appointments: Mr. KWOK Bernard Chuen Wah (Mr. KWOK) has been appointed as an executive Director; Mr. HE Zheng (Mr. HE) has been appointed as a non-executive Director; Mr. JIANG Jian (Mr. JIANG) has been appointed as a non-executive Director; and Dr. WANG Lei (Dr. WANG) has been appointed as an independent non-executive Director. Following the effective changes to the Board as detailed above, the composition of the various Board committees has also been changed as follows: Audit Committee: Mr. Ge Ming- Chairman; Ms. Tao Ping and Dr. Wang Lei- Members. Remuneration Committee: Dr. Zhang Ya-Qin-chairman, Mr. He Zheng and Mr. Ge Ming- members. Nomination Committee: Dr. Tian Suning – Chairman; Mr. Gao Nianshu, Ms. Liu Hong- Member, Dr. Zhang Ya-Qin, Mr. Ge Ming, Ms. Tao Ping and Dr. Wang Lei - Members. Strategy and Investment Committee: Mr. He Zheng- chairman; Dr. Tian Suning, Mr. Gao Nianshu, Mr. Kwok Bernard Chuen Wah, Mr. Yang Lin and Ms. Liu Hong - Members.Recent Insider Transactions • Nov 01Non-Executive Director recently sold HK$60m worth of stockOn the 24th of October, Jianhua Ding sold around 12m shares on-market at roughly HK$5.22 per share. This transaction amounted to 91% 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$67m more than they bought in the last 12 months.공지 • Sep 30Asiainfo Technologies Limited Announces Resignation of Zhang Yichen as A Non-Executive DirectorAsiaInfo Technologies Limited announces that Mr. ZHANG Yichen (``Mr. ZHANG'') has tendered his resignation as a non-executive director of the Company with effect from 29 September 2024 in order to devote more time to his personal commitments.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$5.75, the stock trades at a forward P/E ratio of 7x. Average trailing P/E is 18x in the Software industry in Hong Kong. Total loss to shareholders of 48% over the past three years.Reported Earnings • Aug 17First half 2024 earnings released: CN¥0.065 loss per share (vs CN¥0.24 profit in 1H 2023)First half 2024 results: CN¥0.065 loss per share (down from CN¥0.24 profit in 1H 2023). Revenue: CN¥2.99b (down 8.8% from 1H 2023). Net loss: CN¥59.5m (down 128% from profit in 1H 2023). Revenue is forecast to grow 5.5% 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 fallen by 17% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.New Risk • Aug 16New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 140% The company is paying a dividend despite having no free cash flows. Dividend yield: 7.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 140% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).공지 • Aug 15AsiaInfo Technologies Limited Provides Guidance of the Final Dividend for the Year of 2024AsiaInfo Technologies Limited announced that after giving due consideration to the Company's business development, profitability and cash flow level, the guidance of the final dividend for the year of 2024 is 40% of the annual net profit attributable to equity holders of the Company, and actively consider maintaining the amount of the final dividend per Share at a relatively stable level as compared to that of last year.공지 • Aug 02AsiaInfo Technologies Limited to Report Q2, 2024 Results on Aug 14, 2024AsiaInfo Technologies Limited announced that they will report Q2, 2024 results on Aug 14, 2024Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to HK$4.95, the stock trades at a forward P/E ratio of 5x. Average trailing P/E is 13x in the Software industry in Hong Kong. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$7.77 per share.Upcoming Dividend • Jun 27Upcoming dividend of HK$0.41 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 5.8%. Lower than top quartile of Hong Kong dividend payers (7.9%). Higher than average of industry peers (4.4%).Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.58 (vs CN¥0.92 in FY 2022)Full year 2023 results: EPS: CN¥0.58 (down from CN¥0.92 in FY 2022). Revenue: CN¥7.89b (up 2.0% from FY 2022). Net income: CN¥533.0m (down 36% from FY 2022). Profit margin: 6.8% (down from 11% in FY 2022). Revenue is forecast to grow 7.7% 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 fallen by 2% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.공지 • Mar 21Asiainfo Technologies Limited Proposes Final Dividend for the Year Ended December 31, 2023, Payable on 22 July 2024AsiaInfo Technologies Limited proposed final dividend of HKD 0.412 per share for the year ended December 31, 2023. Date of shareholders' approval is 28 June 2024, Ex-dividend date is July 4, 2024, Record date is 11 July 2024 and Payment date is 22 July 2024.New Risk • Mar 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.8% net profit margin).공지 • Mar 19AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024, at 10:00 China Standard Time.Reported Earnings • Mar 19Full year 2023 earnings released: EPS: CN¥0.58 (vs CN¥0.92 in FY 2022)Full year 2023 results: EPS: CN¥0.58 (down from CN¥0.92 in FY 2022). Revenue: CN¥7.89b (up 2.0% from FY 2022). Net income: CN¥533.0m (down 36% from FY 2022). Profit margin: 6.8% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% 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 fallen by 2% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.공지 • Feb 21AsiaInfo Technologies Limited to Report Fiscal Year 2023 Results on Mar 18, 2024AsiaInfo Technologies Limited announced that they will report fiscal year 2023 results on Mar 18, 2024공지 • Feb 09Asiainfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2023AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2023. For the year, company expects operating revenue of the Group will increase by approximately 0.5% to 2.5% (2022: approximately RMB 7.738 billion) as compared to that of the previous year, and the profit for the period will decrease by approximately 37% to 43% (2022: approximately RMB 824 million) as compared to that of the previous year.공지 • Dec 28Asiainfo Technologies Limited Announces Board ChangesAsiaInfo Technologies Limited announced that Mr. XIN Yuesheng has been redesignated from a non-executive Director to an executive Director with effect from 28 December 2023. Mr. XIN Yuesheng, aged 53, was appointed as a non-executive Director in June 2018. Mr. XIN currently serves as a senior managing director of CITIC Capital Holdings Limited and the managing partner of its private equity arm CITIC Capital Partners. He joined the firm in August 2002 and is responsible for the private equity investment business in China since 2004. Between December 1999 and August 2002, he served as a management consultant at McKinsey & Company in Shanghai and the Washington, D.C. to develop business strategies for global clients. From August 1992 to April 1996, Mr. XIN also served as a deputy manager for China Leasing Co. Ltd. (), the leasing company in China and a subsidiary of CITIC Group Corporation Ltd. Mr. XIN served as a director of Focus Media Information Technology Co. Ltd. () (listed on the Shenzhen Stock Exchange) from March 2016 to November 2016. He obtained a Bachelor of Economics degree from the Peking University in July 1992 and a Master of Business Administration degree from Harvard Business School with honors in June 1999. Mr. XIN joined the Group in August 2016. He has over 28 years of experience in finance and investment and is primarily responsible for providing professional opinion and judgment to the Board. He has accumulated extensive management and strategic planning experience, particularly in the areas of corporate management, strategic planning and investment and financing, and has brought valuable advice and perspectives to the Board in the past. Following the redesignation of Mr. XIN from a non-executive Director to an executive Director, he will be primarily responsible for assisting the Company in strategic direction and planning. His past management experience and expertise, as well as his years of accumulation in strategic planning, will be beneficial to the Company in enhancing its management standard, strengthening its synergy and expanding its competitive advantages. The Board further announces that Mr. DING Jian has been redesignated from an executive Director to a non-executive Director with effect from 28 December 2023. Below are the biographical details of Mr. DING: Mr. DING Jian, aged 58, was appointed as an executive Director in June 2018. Mr. DING joined the Group in January 2014. Mr. DING has over 17 years of experience in investment in the telecommunications, media and technology industries. Mr. DING served as the chairman of the board of AsiaInfo-Linkage Inc. between April 2003 and July 2010, and has also served as a co-chairman since July 2010. Mr. DING is currently a managing director and general partner of GSR Ventures, a venture capital fund, a role in which he has served since June 2005. Mr. DING has been serving as an independent non-executive director of Baidu Inc. () (listed on NASDAQ and The Stock Exchange of Hong Kong Limited) since August 2005. Mr. DING served as an independent director of Huayi Brothers Media Corporation (listed on the Shenzhen Stock Exchange) from March 2011 to August 2017. Mr. DING obtained a Master of Library Science degree from the University of California, Los Angeles in September 1990.Upcoming Dividend • Dec 07Upcoming dividend of HK$0.60 per share at 4.4% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 05 January 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Hong Kong dividend payers (8.5%). Higher than average of industry peers (0.9%).공지 • Dec 05AsiaInfo Technologies Limited Announces Special Dividend, Payable on 05 January 2024AsiaInfo Technologies Limited announced special dividend of HKD 0.6 per share. Ex-dividend date is December 14, 2023, Record Date is December 21, 2023 and Payment Date is 05 January 2024.Reported Earnings • Aug 04First half 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.21 in 1H 2022)First half 2023 results: EPS: CN¥0.24 (up from CN¥0.21 in 1H 2022). Revenue: CN¥3.28b (up 5.6% from 1H 2022). Net income: CN¥215.7m (up 13% from 1H 2022). Profit margin: 6.6% (up from 6.2% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong.공지 • Jul 01Asiainfo Technologies Limited to Report First Half, 2023 Results on Aug 02, 2023Asiainfo Technologies Limited announced that they will report first half, 2023 results on Aug 02, 2023Upcoming Dividend • May 23Upcoming dividend of HK$0.40 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 16 June 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Hong Kong dividend payers (7.6%). Higher than average of industry peers (0.8%).Recent Insider Transactions • Apr 04Insider recently sold HK$1.4m worth of stockOn the 31st of March, Tzu Lien Liu sold around 93k shares on-market at roughly HK$14.56 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought HK$2.8m more than they sold in the last 12 months.Reported Earnings • Mar 08Full year 2022 earnings released: EPS: CN¥0.92 (vs CN¥0.86 in FY 2021)Full year 2022 results: EPS: CN¥0.92 (up from CN¥0.86 in FY 2021). Revenue: CN¥7.74b (up 12% from FY 2021). Net income: CN¥831.8m (up 5.9% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Software industry in Hong Kong.공지 • Feb 10Asiainfo Technologies Limited to Report Fiscal Year 2022 Results on Mar 07, 2023Asiainfo Technologies Limited announced that they will report fiscal year 2022 results on Mar 07, 2023Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to HK$12.50, 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 4.7% over the past year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non-Executive Director Ping Tao was the last independent director to join the board, commencing their role in 2020. 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 • Oct 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$9.54, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 26x in the Software industry in Asia. Total loss to shareholders of 25% over the past year.Board Change • Sep 14Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non-Executive Director Ping Tao was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측SZSC:1675 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20277,128706N/A731112/31/20266,778634N/A712112/31/20256,302114350407N/A9/30/20256,276260242314N/A6/30/20256,249406134221N/A3/31/20256,447476-3559N/A12/31/20246,646545-204-104N/A9/30/20247,124401-10415N/A6/30/20247,603258-3133N/A3/31/20247,747395240357N/A12/31/20237,891533484582N/A9/30/20237,901694532603N/A6/30/20237,910856581624N/A3/31/20237,824844541587N/A12/31/20227,738832500549N/A9/30/20227,513765384430N/A6/30/20227,289698268312N/A3/31/20227,092742457497N/A12/31/20216,895786645681N/A9/30/20216,563748659698N/A6/30/20216,231709672716N/A3/31/20216,125686670713N/A12/31/20206,020662668710N/A9/30/20205,883616681717N/A6/30/20205,746571695723N/A3/31/20205,734490608635N/A12/31/20195,721409521546N/A9/30/20195,611298N/A480N/A6/30/20195,501188N/A415N/A3/31/20195,356197N/A499N/A12/31/20185,211205N/A583N/A9/30/20185,113306N/A808N/A6/30/20185,014406N/A1,032N/A3/31/20184,981372N/A771N/A12/31/20174,948338N/A510N/A12/31/20164,85683N/A222N/A12/31/20154,765315N/A327N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1675 의 연간 예상 수익 증가율(61.2%)이 saving rate(3%)보다 높습니다.수익 vs 시장: 1675 의 연간 수익(61.2%)이 Hong Kong 시장(12.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1675 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 1675 의 수익(연간 6.1%)이 Hong Kong 시장(연간 8.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 1675 의 수익(연간 6.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1675의 자본 수익률은 3년 후 9.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/09 22:37종가2026/05/08 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 소스AsiaInfo Technologies Limited는 11명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yayuan HuangCitic Securities Co., Ltd.Heran LiCitic Securities Co., Ltd.Hiu King WongCitigroup Inc8명의 분석가 더 보기
공지 • Jan 22AsiaInfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2025AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2025. It is expected that the operating revenue of the Group for the year ended 31 December 2025 (the "Period") will be approximately RMB 6.20 billion to RMB 6.35 billion (2024: approximately RMB 6.646 billion), while the net profit for the Period will be approximately RMB 70 million to RMB 110 million (2024: approximately RMB 516 million), and the net cash inflow from operating activities will be approximately RMB 400 million (2024: net outflow of approximately RMB 100 million). The decrease in the Group's net profit for the Period was partly attributable to the effects of the non-operating items, which have no adverse impact on the Group's daily operations and long-term business development. It is primarily due to the one-time severance compensation of approximately RMB175 million arising from personnel restructuring optimisation. Excluding the effects of the non-operating items, the Group's net profit for the Period is expected to be approximately RMB 250 million to RMB 290 million. Additionally, the Company actively navigated severe and complicated external environments and overcame pressures and challenges, achieving improvements or enhancements in certain business segments and performance. Major achievements include: i) transformation and innovation in traditional businesses, with proactive measures taken to address the cost-reduction and efficiency-enhancement pressure from operator customers. As a result, the downward trend in operator market revenue has been significantly controlled and improved, with the high double-digit decrease in 2024 substantially narrowed to a mid single-digit decrease in 2025; ii) capitalising on our continued expansion and investment in AI delivery and other areas by building a sustainable AI delivery system while deepening collaboration with leading companies like Alibaba Cloud and NVIDIA, we achieved substantial growth in revenue and orders and maintained a robust pipeline of business opportunities, with increased proactive investments in areas such as physical AI and satellite internet; and iii) our operating cash flow has changed from a net outflow in 2024 to a net inflow due to significant improvement in receivables collection.
공지 • Feb 09Asiainfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2023AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2023. For the year, company expects operating revenue of the Group will increase by approximately 0.5% to 2.5% (2022: approximately RMB 7.738 billion) as compared to that of the previous year, and the profit for the period will decrease by approximately 37% to 43% (2022: approximately RMB 824 million) as compared to that of the previous year.
공지 • Mar 24+ 1 more updateAsiaInfo Technologies Limited announces Annual dividend, payable on June 22, 2026AsiaInfo Technologies Limited announced Annual dividend of HKD 0.0540 per share payable on June 22, 2026, ex-date on June 01, 2026 and record date on June 02, 2026.
공지 • Mar 11AsiaInfo Technologies Limited to Report Fiscal Year 2025 Results on Mar 23, 2026AsiaInfo Technologies Limited announced that they will report fiscal year 2025 results on Mar 23, 2026
공지 • Jan 22AsiaInfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2025AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2025. It is expected that the operating revenue of the Group for the year ended 31 December 2025 (the "Period") will be approximately RMB 6.20 billion to RMB 6.35 billion (2024: approximately RMB 6.646 billion), while the net profit for the Period will be approximately RMB 70 million to RMB 110 million (2024: approximately RMB 516 million), and the net cash inflow from operating activities will be approximately RMB 400 million (2024: net outflow of approximately RMB 100 million). The decrease in the Group's net profit for the Period was partly attributable to the effects of the non-operating items, which have no adverse impact on the Group's daily operations and long-term business development. It is primarily due to the one-time severance compensation of approximately RMB175 million arising from personnel restructuring optimisation. Excluding the effects of the non-operating items, the Group's net profit for the Period is expected to be approximately RMB 250 million to RMB 290 million. Additionally, the Company actively navigated severe and complicated external environments and overcame pressures and challenges, achieving improvements or enhancements in certain business segments and performance. Major achievements include: i) transformation and innovation in traditional businesses, with proactive measures taken to address the cost-reduction and efficiency-enhancement pressure from operator customers. As a result, the downward trend in operator market revenue has been significantly controlled and improved, with the high double-digit decrease in 2024 substantially narrowed to a mid single-digit decrease in 2025; ii) capitalising on our continued expansion and investment in AI delivery and other areas by building a sustainable AI delivery system while deepening collaboration with leading companies like Alibaba Cloud and NVIDIA, we achieved substantial growth in revenue and orders and maintained a robust pipeline of business opportunities, with increased proactive investments in areas such as physical AI and satellite internet; and iii) our operating cash flow has changed from a net outflow in 2024 to a net inflow due to significant improvement in receivables collection.
공지 • Jan 02+ 1 more updateAsiainfo Technologies Limited Announces CEO ChangesAsiaInfo Technologies Limited announced that GAO Nianshu tendered his resignation as chief executive officer ("CEO") of the Company due to his retirement, The Board further announces that Dr. Ye Ouyang, the current Chief Technology Officer of the Company, has been appointed as the CEO with effect from 1 January 2026. The biographical details of Dr. Ye Ouyang are as follows: Dr. Ye Ouyang, Professor and IEEE Fellow, aged 44, has served as Chief Technology Officer and Senior Vice President at AsiaInfo Technologies since July 2018. He also chairs the Group's Technology Committee and directs the R&D Center. He is primarily responsible for setting AsiaInfo's direction of technology and product leadership and overseeing the corporate's global research, development, and innovation activities. Dr. Ye Ouyang has extensive experience in large-scale team management and R&D innovation in the ICT field. He focuses on cross-domain innovation and the commercialization of technologies in cellular networks, AI, and data science. In November 2022, Dr. Ye Ouyang was elected as an IEEE Fellow in recognition of his outstanding contribution and leadership in the fields of network intelligence and self-organizing cellular networks, making him one of the youngest IEEE Fellows in the interdisciplinary fields of network intelligence, communications, and AI. Dr. Ye Ouyang is a Member of President's Leadership Council at Stevens Institute of Technology, a Distinguished Visiting Professor at Tsinghua University, and Co-Director of the Tsinghua-AsiaInfo Joint Institute of 6G Network & Intelligent Computing. Prior to joining AsiaInfo, Dr. Ouyang held a position at Verizon, the largest telecommunications operator in the United States. He serves in various roles across global telecommunication standard bodies, academic institutions, and high-tech organizations, including Chair or Board Member of multiple working groups and conferences within ETSI and IEEE, and Chair of the AI Chapter at the Beijing Software Industry Association. Dr. Ye Ouyang has received numerous awards in both industry and academia, with recent honors including 2017 Asian American Engineer of the Year (AAEOY), 2023 Forbes 100 Most Influential Chinese Selection Award, 2021 Top 100 Diverse Leaders in Tech, US National Diversity Council, 2019 TMForum Future Digital Leader Award, 2022 Science and Technology Award First Prize by CCF (China Computer Federation), 2023 Science and Technology Award First Prize by CAA (China Association of Automation), 2024/2025 Science and Technology Award Second Prize by Beijing City, 2025 Science and Technology Award Second Prize by CIC (China Institute of Communications), 2025 Science and Technology Award Second Prize by CIE (China Institute of Electronics), 2023 Science and Technology Award Second Prize by CCF (China Computer Federation), 2021 Wu Wenjun AI Science and Technology Award by CAAI (Chinese Association for AI), 2020 China Artificial Intelligence Industry Annual Leader Award, 2017 US Telecom Innovation Awards by Fierce (BSS/OSS), 2017 Most Innovative Telco Big Data Analytics Platform Award by Telco Data Analytics USA, 2016 US Telecom Innovation Awards by Fierce, 2015 Chair Award for "Wireless Communications & Interdisciplinary Perspective" Contribution by IEEE WTS, research fund by the White House Office of Science and Technology Policy (OSTP), and 2017 IEEE International Conference on Big Data (IEEE BigData) Best Paper Award. Dr. Ye Ouyang has authored 93 academic papers, holds 212 patents, has contributed to 274 standards, and has published 13 books. He holds a Bachelor of Engineering from Southeast University in China, a Master of Science from Tufts University in the United States, a Master of Science from Columbia University in the United States, and a Ph.D. from Stevens Institute of Technology in the United States.
공지 • Jul 15AsiaInfo Technologies Limited to Report First Half, 2025 Results on Aug 04, 2025AsiaInfo Technologies Limited announced that they will report first half, 2025 results on Aug 04, 2025
공지 • May 29AsiaInfo Technologies Limited Declares Final Dividend for the Year Ended 31 December 2024AsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a final dividend of HKD 0.252 per Share for the year ended 31 December 2024.
공지 • May 28AsiaInfo Technologies Limited Declares Special DividendAsiaInfo Technologies Limited at its Annual General Meeting held on 28 May 2025, approved to declare a special dividend of HKD 0.160 per Share.
공지 • Mar 11AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025AsiaInfo Technologies Limited, Annual General Meeting, May 28, 2025, at 10:00 China Standard Time.
공지 • Mar 10+ 1 more updateAsiainfo Technologies Limited Proposes Final Cash Dividend for the Year Ended 31 December 2024, Payable on 20 June 2025Asiainfo Technologies Limited proposed final cash dividend of HKD 0.252 per share for the Year Ended 31 December 2024, Payable on 20 June 2025. Ex-dividend date is 30 May 2025. Record date is 06 June 2025. Date of shareholders' approval is 28 May 2025.
공지 • Feb 26AsiaInfo Technologies Limited to Report Fiscal Year 2024 Results on Mar 10, 2025AsiaInfo Technologies Limited announced that they will report fiscal year 2024 results on Mar 10, 2025
공지 • Nov 11Asiainfo Technologies Limited Announces Board and Committee ChangesAsiaInfo Technologies Limited announced changes in Directors which have taken place immediately upon Completion: Resignations: Mr. XIN Yuesheng resigned as an executive Director; Mr. CHENG Xike resigned as a non-executive Director; Dr. GAO Jack Qunyao resigned as an independent non-executive Director. Appointments: Mr. KWOK Bernard Chuen Wah (Mr. KWOK) has been appointed as an executive Director; Mr. HE Zheng (Mr. HE) has been appointed as a non-executive Director; Mr. JIANG Jian (Mr. JIANG) has been appointed as a non-executive Director; and Dr. WANG Lei (Dr. WANG) has been appointed as an independent non-executive Director. Following the effective changes to the Board as detailed above, the composition of the various Board committees has also been changed as follows: Audit Committee: Mr. Ge Ming- Chairman; Ms. Tao Ping and Dr. Wang Lei- Members. Remuneration Committee: Dr. Zhang Ya-Qin-chairman, Mr. He Zheng and Mr. Ge Ming- members. Nomination Committee: Dr. Tian Suning – Chairman; Mr. Gao Nianshu, Ms. Liu Hong- Member, Dr. Zhang Ya-Qin, Mr. Ge Ming, Ms. Tao Ping and Dr. Wang Lei - Members. Strategy and Investment Committee: Mr. He Zheng- chairman; Dr. Tian Suning, Mr. Gao Nianshu, Mr. Kwok Bernard Chuen Wah, Mr. Yang Lin and Ms. Liu Hong - Members.
Recent Insider Transactions • Nov 01Non-Executive Director recently sold HK$60m worth of stockOn the 24th of October, Jianhua Ding sold around 12m shares on-market at roughly HK$5.22 per share. This transaction amounted to 91% 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$67m more than they bought in the last 12 months.
공지 • Sep 30Asiainfo Technologies Limited Announces Resignation of Zhang Yichen as A Non-Executive DirectorAsiaInfo Technologies Limited announces that Mr. ZHANG Yichen (``Mr. ZHANG'') has tendered his resignation as a non-executive director of the Company with effect from 29 September 2024 in order to devote more time to his personal commitments.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$5.75, the stock trades at a forward P/E ratio of 7x. Average trailing P/E is 18x in the Software industry in Hong Kong. Total loss to shareholders of 48% over the past three years.
Reported Earnings • Aug 17First half 2024 earnings released: CN¥0.065 loss per share (vs CN¥0.24 profit in 1H 2023)First half 2024 results: CN¥0.065 loss per share (down from CN¥0.24 profit in 1H 2023). Revenue: CN¥2.99b (down 8.8% from 1H 2023). Net loss: CN¥59.5m (down 128% from profit in 1H 2023). Revenue is forecast to grow 5.5% 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 fallen by 17% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
New Risk • Aug 16New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 140% The company is paying a dividend despite having no free cash flows. Dividend yield: 7.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 140% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).
공지 • Aug 15AsiaInfo Technologies Limited Provides Guidance of the Final Dividend for the Year of 2024AsiaInfo Technologies Limited announced that after giving due consideration to the Company's business development, profitability and cash flow level, the guidance of the final dividend for the year of 2024 is 40% of the annual net profit attributable to equity holders of the Company, and actively consider maintaining the amount of the final dividend per Share at a relatively stable level as compared to that of last year.
공지 • Aug 02AsiaInfo Technologies Limited to Report Q2, 2024 Results on Aug 14, 2024AsiaInfo Technologies Limited announced that they will report Q2, 2024 results on Aug 14, 2024
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to HK$4.95, the stock trades at a forward P/E ratio of 5x. Average trailing P/E is 13x in the Software industry in Hong Kong. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at HK$7.77 per share.
Upcoming Dividend • Jun 27Upcoming dividend of HK$0.41 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 22 July 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 5.8%. Lower than top quartile of Hong Kong dividend payers (7.9%). Higher than average of industry peers (4.4%).
Reported Earnings • Apr 28Full year 2023 earnings released: EPS: CN¥0.58 (vs CN¥0.92 in FY 2022)Full year 2023 results: EPS: CN¥0.58 (down from CN¥0.92 in FY 2022). Revenue: CN¥7.89b (up 2.0% from FY 2022). Net income: CN¥533.0m (down 36% from FY 2022). Profit margin: 6.8% (down from 11% in FY 2022). Revenue is forecast to grow 7.7% 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 fallen by 2% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
공지 • Mar 21Asiainfo Technologies Limited Proposes Final Dividend for the Year Ended December 31, 2023, Payable on 22 July 2024AsiaInfo Technologies Limited proposed final dividend of HKD 0.412 per share for the year ended December 31, 2023. Date of shareholders' approval is 28 June 2024, Ex-dividend date is July 4, 2024, Record date is 11 July 2024 and Payment date is 22 July 2024.
New Risk • Mar 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.8% net profit margin).
공지 • Mar 19AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024AsiaInfo Technologies Limited, Annual General Meeting, Jun 28, 2024, at 10:00 China Standard Time.
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: CN¥0.58 (vs CN¥0.92 in FY 2022)Full year 2023 results: EPS: CN¥0.58 (down from CN¥0.92 in FY 2022). Revenue: CN¥7.89b (up 2.0% from FY 2022). Net income: CN¥533.0m (down 36% from FY 2022). Profit margin: 6.8% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% 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 fallen by 2% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
공지 • Feb 21AsiaInfo Technologies Limited to Report Fiscal Year 2023 Results on Mar 18, 2024AsiaInfo Technologies Limited announced that they will report fiscal year 2023 results on Mar 18, 2024
공지 • Feb 09Asiainfo Technologies Limited Provides Earnings Guidance for the Year Ended 31 December 2023AsiaInfo Technologies Limited provided earnings guidance for the year ended 31 December 2023. For the year, company expects operating revenue of the Group will increase by approximately 0.5% to 2.5% (2022: approximately RMB 7.738 billion) as compared to that of the previous year, and the profit for the period will decrease by approximately 37% to 43% (2022: approximately RMB 824 million) as compared to that of the previous year.
공지 • Dec 28Asiainfo Technologies Limited Announces Board ChangesAsiaInfo Technologies Limited announced that Mr. XIN Yuesheng has been redesignated from a non-executive Director to an executive Director with effect from 28 December 2023. Mr. XIN Yuesheng, aged 53, was appointed as a non-executive Director in June 2018. Mr. XIN currently serves as a senior managing director of CITIC Capital Holdings Limited and the managing partner of its private equity arm CITIC Capital Partners. He joined the firm in August 2002 and is responsible for the private equity investment business in China since 2004. Between December 1999 and August 2002, he served as a management consultant at McKinsey & Company in Shanghai and the Washington, D.C. to develop business strategies for global clients. From August 1992 to April 1996, Mr. XIN also served as a deputy manager for China Leasing Co. Ltd. (), the leasing company in China and a subsidiary of CITIC Group Corporation Ltd. Mr. XIN served as a director of Focus Media Information Technology Co. Ltd. () (listed on the Shenzhen Stock Exchange) from March 2016 to November 2016. He obtained a Bachelor of Economics degree from the Peking University in July 1992 and a Master of Business Administration degree from Harvard Business School with honors in June 1999. Mr. XIN joined the Group in August 2016. He has over 28 years of experience in finance and investment and is primarily responsible for providing professional opinion and judgment to the Board. He has accumulated extensive management and strategic planning experience, particularly in the areas of corporate management, strategic planning and investment and financing, and has brought valuable advice and perspectives to the Board in the past. Following the redesignation of Mr. XIN from a non-executive Director to an executive Director, he will be primarily responsible for assisting the Company in strategic direction and planning. His past management experience and expertise, as well as his years of accumulation in strategic planning, will be beneficial to the Company in enhancing its management standard, strengthening its synergy and expanding its competitive advantages. The Board further announces that Mr. DING Jian has been redesignated from an executive Director to a non-executive Director with effect from 28 December 2023. Below are the biographical details of Mr. DING: Mr. DING Jian, aged 58, was appointed as an executive Director in June 2018. Mr. DING joined the Group in January 2014. Mr. DING has over 17 years of experience in investment in the telecommunications, media and technology industries. Mr. DING served as the chairman of the board of AsiaInfo-Linkage Inc. between April 2003 and July 2010, and has also served as a co-chairman since July 2010. Mr. DING is currently a managing director and general partner of GSR Ventures, a venture capital fund, a role in which he has served since June 2005. Mr. DING has been serving as an independent non-executive director of Baidu Inc. () (listed on NASDAQ and The Stock Exchange of Hong Kong Limited) since August 2005. Mr. DING served as an independent director of Huayi Brothers Media Corporation (listed on the Shenzhen Stock Exchange) from March 2011 to August 2017. Mr. DING obtained a Master of Library Science degree from the University of California, Los Angeles in September 1990.
Upcoming Dividend • Dec 07Upcoming dividend of HK$0.60 per share at 4.4% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 05 January 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Hong Kong dividend payers (8.5%). Higher than average of industry peers (0.9%).
공지 • Dec 05AsiaInfo Technologies Limited Announces Special Dividend, Payable on 05 January 2024AsiaInfo Technologies Limited announced special dividend of HKD 0.6 per share. Ex-dividend date is December 14, 2023, Record Date is December 21, 2023 and Payment Date is 05 January 2024.
Reported Earnings • Aug 04First half 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.21 in 1H 2022)First half 2023 results: EPS: CN¥0.24 (up from CN¥0.21 in 1H 2022). Revenue: CN¥3.28b (up 5.6% from 1H 2022). Net income: CN¥215.7m (up 13% from 1H 2022). Profit margin: 6.6% (up from 6.2% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong.
공지 • Jul 01Asiainfo Technologies Limited to Report First Half, 2023 Results on Aug 02, 2023Asiainfo Technologies Limited announced that they will report first half, 2023 results on Aug 02, 2023
Upcoming Dividend • May 23Upcoming dividend of HK$0.40 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 16 June 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Hong Kong dividend payers (7.6%). Higher than average of industry peers (0.8%).
Recent Insider Transactions • Apr 04Insider recently sold HK$1.4m worth of stockOn the 31st of March, Tzu Lien Liu sold around 93k shares on-market at roughly HK$14.56 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought HK$2.8m more than they sold in the last 12 months.
Reported Earnings • Mar 08Full year 2022 earnings released: EPS: CN¥0.92 (vs CN¥0.86 in FY 2021)Full year 2022 results: EPS: CN¥0.92 (up from CN¥0.86 in FY 2021). Revenue: CN¥7.74b (up 12% from FY 2021). Net income: CN¥831.8m (up 5.9% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Software industry in Hong Kong.
공지 • Feb 10Asiainfo Technologies Limited to Report Fiscal Year 2022 Results on Mar 07, 2023Asiainfo Technologies Limited announced that they will report fiscal year 2022 results on Mar 07, 2023
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to HK$12.50, 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 4.7% over the past year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non-Executive Director Ping Tao was the last independent director to join the board, commencing their role in 2020. 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 • Oct 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$9.54, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 26x in the Software industry in Asia. Total loss to shareholders of 25% over the past year.
Board Change • Sep 14Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non-Executive Director Ping Tao was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.