New Risk • Aug 11
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 0.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 10
Second quarter 2026 earnings released: EPS: CN¥0.006 (vs CN¥0.011 in 2Q 2025) Second quarter 2026 results: EPS: CN¥0.006 (down from CN¥0.011 in 2Q 2025). Revenue: CN¥717.9m (up 5.1% from 2Q 2025). Net income: CN¥7.77m (down 42% from 2Q 2025). Profit margin: 1.1% (down from 2.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 137% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Aankondiging • Jul 01
Talkweb Information System Co.,Ltd. to Report First Half, 2026 Results on Aug 10, 2026 Talkweb Information System Co.,Ltd. announced that they will report first half, 2026 results on Aug 10, 2026 Reported Earnings • Apr 30
First quarter 2026 earnings released: EPS: CN¥0.049 (vs CN¥0.052 in 1Q 2025) First quarter 2026 results: EPS: CN¥0.049 (down from CN¥0.052 in 1Q 2025). Revenue: CN¥593.6m (down 4.7% from 1Q 2025). Net income: CN¥61.5m (down 6.0% from 1Q 2025). Profit margin: 10% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth. Aankondiging • Apr 28
Talkweb Information System Co.,Ltd., Annual General Meeting, May 19, 2026 Talkweb Information System Co.,Ltd., Annual General Meeting, May 19, 2026, at 10:30 China Standard Time. Location: The Company's Meeting Room, Changsha, Hunan China Aankondiging • Mar 31
Talkweb Information System Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026 Talkweb Information System Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026 New Risk • Mar 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.0% average weekly change). Aankondiging • Dec 31
Talkweb Information System Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 09, 2026 Talkweb Information System Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 09, 2026 Reported Earnings • Oct 24
Third quarter 2025 earnings released: EPS: CN¥0.021 (vs CN¥0.006 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.021 (up from CN¥0.006 in 3Q 2024). Revenue: CN¥772.0m (down 37% from 3Q 2024). Net income: CN¥26.0m (up 239% from 3Q 2024). Profit margin: 3.4% (up from 0.6% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth. Aankondiging • Sep 30
Talkweb Information System Co.,Ltd. to Report Q3, 2025 Results on Oct 24, 2025 Talkweb Information System Co.,Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025 New Risk • Sep 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 23% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change). Reported Earnings • Aug 26
Second quarter 2025 earnings released: EPS: CN¥0.011 (vs CN¥0.002 loss in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.011 (up from CN¥0.002 loss in 2Q 2024). Revenue: CN¥683.4m (down 25% from 2Q 2024). Net income: CN¥13.5m (up CN¥16.2m from 2Q 2024). Profit margin: 2.0% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 83% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jul 02
Talkweb Information System Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025 Talkweb Information System Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025 Buy Or Sell Opportunity • May 07
Now 20% undervalued Over the last 90 days, the stock has risen 67% to CN¥34.10. The fair value is estimated to be CN¥42.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Apr 25
First quarter 2025 earnings released: EPS: CN¥0.052 (vs CN¥0.005 in 1Q 2024) First quarter 2025 results: EPS: CN¥0.052 (up from CN¥0.005 in 1Q 2024). Revenue: CN¥623.0m (down 23% from 1Q 2024). Net income: CN¥65.3m (up CN¥59.3m from 1Q 2024). Profit margin: 11% (up from 0.7% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 79% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Apr 25
Talkweb Information System Co.,Ltd., Annual General Meeting, May 16, 2025 Talkweb Information System Co.,Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: 2F, No. 298, Tongzipo West Road, Yuelu District, Changsha, Hunan China Aankondiging • Mar 31
Talkweb Information System Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025 Talkweb Information System Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025 Aankondiging • Dec 31
Talkweb Information System Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025 Talkweb Information System Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025 New Risk • Nov 27
New major risk - Revenue and earnings growth Earnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change). New Risk • Nov 19
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 13% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company. Reported Earnings • Oct 17
Third quarter 2024 earnings released: EPS: CN¥0.006 (vs CN¥0.012 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.006 (down from CN¥0.012 in 3Q 2023). Revenue: CN¥1.22b (up 52% from 3Q 2023). Net income: CN¥7.68m (down 48% from 3Q 2023). Profit margin: 0.6% (down from 1.9% in 3Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Entertainment industry in China. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings. Aankondiging • Sep 30
Talkweb Information System Co.,Ltd. to Report Q3, 2024 Results on Oct 17, 2024 Talkweb Information System Co.,Ltd. announced that they will report Q3, 2024 results on Oct 17, 2024 New Risk • Sep 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.3% 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 Less than 1 year of cash runway based on free cash flow trend (-CN¥1.1b free cash flow). Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change). New Risk • Aug 20
New major risk - Financial position The company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -CN¥1.1b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company. Aankondiging • Jun 29
Talkweb Information System Co.,Ltd. to Report First Half, 2024 Results on Aug 20, 2024 Talkweb Information System Co.,Ltd. announced that they will report first half, 2024 results on Aug 20, 2024 Aankondiging • Apr 28
Talkweb Information System Co.,Ltd., Annual General Meeting, May 16, 2024 Talkweb Information System Co.,Ltd., Annual General Meeting, May 16, 2024, at 14:30 China Standard Time. Location: 2F, No. 298, Tongzipo West Road, Yuelu District, Changsha, Hunan China Agenda: To consider the 2023 work report of the board of directors; to consider the 2023 work report of the supervisory committee; to consider the 2023 annual report and its summary; to consider the 2023 annual accounts report; to consider the 2023 profit distribution plan; to consider the Reappointment of audit firm; to consider the 2024 application for comprehensive credit line to banks; to consider the Special report on the deposit and use of raised funds in 2023; and to consider other matters. Reported Earnings • Apr 26
Full year 2023 earnings released: EPS: CN¥0.036 (vs CN¥0.82 loss in FY 2022) Full year 2023 results: EPS: CN¥0.036 (up from CN¥0.82 loss in FY 2022). Revenue: CN¥3.15b (up 41% from FY 2022). Net income: CN¥45.0m (up CN¥1.06b from FY 2022). Profit margin: 1.4% (up from net loss in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 121 percentage points per year, which is a significant difference in performance. Aankondiging • Mar 30
Talkweb Information System Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024 Talkweb Information System Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024 Aankondiging • Dec 29
Talkweb Information System Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024 Talkweb Information System Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024 Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: CN¥0.012 (vs CN¥0.02 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.012 (down from CN¥0.02 in 3Q 2022). Revenue: CN¥799.5m (up 20% from 3Q 2022). Net income: CN¥14.9m (down 42% from 3Q 2022). Profit margin: 1.9% (down from 3.8% in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 149 percentage points per year, which is a significant difference in performance. Board Change • Oct 25
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Chairman of the Supervisory Board Jia Yang was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 10
Second quarter 2023 earnings released: EPS: CN¥0.013 (vs CN¥0.03 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.013 (down from CN¥0.03 in 2Q 2022). Revenue: CN¥376.9m (down 16% from 2Q 2022). Net income: CN¥16.0m (down 56% from 2Q 2022). Profit margin: 4.2% (down from 8.2% in 2Q 2022). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Entertainment industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 137 percentage points per year, which is a significant difference in performance. Aankondiging • Jul 01
Talkweb Information System Co.,Ltd. to Report First Half, 2023 Results on Aug 10, 2023 Talkweb Information System Co.,Ltd. announced that they will report first half, 2023 results on Aug 10, 2023 Reported Earnings • Apr 29
First quarter 2023 earnings released: EPS: CN¥0.034 (vs CN¥0.032 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.034 (up from CN¥0.032 in 1Q 2022). Revenue: CN¥696.2m (up 43% from 1Q 2022). Net income: CN¥41.8m (up 3.4% from 1Q 2022). Profit margin: 6.0% (down from 8.3% in 1Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Entertainment industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 126 percentage points per year, which is a significant difference in performance. Board Change • Jan 10
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Employee Supervisor Jia Yang was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 27
Third quarter 2022 earnings released: EPS: CN¥0.02 (vs CN¥0.025 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.02 (down from CN¥0.025 in 3Q 2021). Revenue: CN¥665.5m (up 62% from 3Q 2021). Net income: CN¥25.6m (down 5.3% from 3Q 2021). Profit margin: 3.8% (down from 6.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 133% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 24
Second quarter 2022 earnings released: EPS: CN¥0.03 (vs CN¥0.031 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.03. Revenue: CN¥446.6m (down 9.4% from 2Q 2021). Net income: CN¥36.8m (up 7.2% from 2Q 2021). Profit margin: 8.2% (up from 7.0% in 2Q 2021). Aankondiging • May 20
Talkweb Information System Co.,Ltd. Announces Management Appointments Talkweb Information System Co.,Ltd. announced that in its AGM held on 18 May 2022, the company has approved the appointment of Cao Yue, Qin Zheng, Wen Ying as independent directors and Yang Jia and Huang Dengfeng as non-employee supervisors. Reported Earnings • Apr 28
First quarter 2022 earnings: EPS and revenues miss analyst expectations First quarter 2022 results: EPS: CN¥0.032 (up from CN¥0.024 in 1Q 2021). Revenue: CN¥487.8m (up 23% from 1Q 2021). Net income: CN¥40.5m (up 53% from 1Q 2021). Profit margin: 8.3% (up from 6.6% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 76%. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Board Change • Apr 27
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. Chairman of the Supervisory Board Lu Hui is the most experienced director on the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Oct 16
Third quarter 2021 earnings released: EPS CN¥0.025 (vs CN¥0.026 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥412.0m (up 17% from 3Q 2020). Net income: CN¥27.0m (down 7.9% from 3Q 2020). Profit margin: 6.6% (down from 8.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jul 16
Second quarter 2021 earnings released: EPS CN¥0.031 (vs CN¥0.012 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥492.9m (up 65% from 2Q 2020). Net income: CN¥34.3m (up 193% from 2Q 2020). Profit margin: 7.0% (up from 3.9% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 02
Full year 2020 earnings released: EPS CN¥0.04 (vs CN¥0.02 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥1.49b (up 20% from FY 2019). Net income: CN¥47.8m (up 118% from FY 2019). Profit margin: 3.2% (up from 1.8% in FY 2019). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Is New 90 Day High Low • Dec 10
New 90-day low: CN¥6.72 The company is down 17% from its price of CN¥8.10 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is down 14% over the same period. Is New 90 Day High Low • Oct 23
New 90-day low: CN¥7.69 The company is down 13% from its price of CN¥8.88 on 24 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is down 8.0% over the same period. Aankondiging • Oct 16
Talkweb Information System Co.,Ltd. to Report Q3, 2020 Results on Oct 23, 2020 Talkweb Information System Co.,Ltd. announced that they will report Q3, 2020 results on Oct 23, 2020 Is New 90 Day High Low • Sep 28
New 90-day low: CN¥7.87 The company is down 4.0% from its price of CN¥8.16 on 30 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is flat over the same period. Aankondiging • Jul 17
Talkweb Information System Co.,Ltd. to Report First Half, 2020 Results on Jul 15, 2020 Talkweb Information System Co.,Ltd. announced that they will report first half, 2020 results on Jul 15, 2020