Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to CN¥45.56, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 39x in the Software industry in China. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.28 per share. New Risk • Jun 05
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 8.3% 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. This is currently the only risk that has been identified for the company. Price Target Changed • May 25
Price target increased by 17% to CN¥58.12 Up from CN¥49.83, the current price target is an average from 2 analysts. New target price is 47% above last closing price of CN¥39.49. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥1.11 for next year compared to CN¥0.95 last year. Price Target Changed • Apr 07
Price target decreased by 17% to CN¥59.80 Down from CN¥71.80, the current price target is an average from 2 analysts. New target price is 32% above last closing price of CN¥45.19. Stock is down 21% over the past year. The company is forecast to post earnings per share of CN¥1.34 for next year compared to CN¥1.14 last year. Reported Earnings • Mar 31
Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2025 results: EPS: CN¥1.14 (up from CN¥0.78 in FY 2024). Revenue: CN¥2.29b (down 3.2% from FY 2024). Net income: CN¥288.7m (up 42% from FY 2024). Profit margin: 13% (up from 8.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) exceeded analyst estimates by 7.0%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Aankondiging • Mar 31
Weaver Network Technology Co., Ltd., Annual General Meeting, Apr 21, 2026 Weaver Network Technology Co., Ltd., Annual General Meeting, Apr 21, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China Aankondiging • Mar 30
Weaver Network Technology Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Weaver Network Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to CN¥54.64, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 52x in the Software industry in China. Total loss to shareholders of 9.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.58 per share. Valuation Update With 7 Day Price Move • Jan 13
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥65.90, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 57x in the Software industry in China. Total returns to shareholders of 18% over the past three years. Aankondiging • Dec 26
Weaver Network Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026 Weaver Network Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026 Reported Earnings • Nov 02
Third quarter 2025 earnings released: EPS: CN¥0.14 (vs CN¥0.15 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.14 (down from CN¥0.15 in 3Q 2024). Revenue: CN¥490.9m (down 1.8% from 3Q 2024). Net income: CN¥34.3m (down 12% from 3Q 2024). Profit margin: 7.0% (down from 7.8% in 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year. Aankondiging • Sep 30
Weaver Network Technology Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025 Weaver Network Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025 Price Target Changed • Sep 06
Price target increased by 13% to CN¥67.03 Up from CN¥59.48, the current price target is an average from 4 analysts. New target price is 17% above last closing price of CN¥57.10. Stock is up 109% over the past year. The company is forecast to post earnings per share of CN¥0.99 for next year compared to CN¥0.78 last year. Reported Earnings • Aug 17
Second quarter 2025 earnings released: EPS: CN¥0.15 (vs CN¥0.079 in 2Q 2024) Second quarter 2025 results: EPS: CN¥0.15 (up from CN¥0.079 in 2Q 2024). Revenue: CN¥479.3m (down 12% from 2Q 2024). Net income: CN¥39.6m (up 103% from 2Q 2024). Profit margin: 8.3% (up from 3.6% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. New Risk • Jul 15
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 7.1% 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. Aankondiging • Jun 30
Weaver Network Technology Co., Ltd. to Report First Half, 2025 Results on Aug 15, 2025 Weaver Network Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 15, 2025 Aankondiging • Mar 28
Weaver Network Technology Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025 Weaver Network Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025 Reported Earnings • Mar 28
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: CN¥0.78 (up from CN¥0.69 in FY 2023). Revenue: CN¥2.36b (down 1.3% from FY 2023). Net income: CN¥202.9m (up 14% from FY 2023). Profit margin: 8.6% (up from 7.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 6.0%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Aankondiging • Mar 28
Weaver Network Technology Co., Ltd., Annual General Meeting, Apr 24, 2025 Weaver Network Technology Co., Ltd., Annual General Meeting, Apr 24, 2025, at 10:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China New Risk • Mar 10
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 10% 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. Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥68.86, the stock trades at a forward P/E ratio of 73x. Average forward P/E is 53x in the Software industry in China. Total returns to shareholders of 4.1% over the past three years. Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to CN¥59.00, the stock trades at a forward P/E ratio of 62x. Average forward P/E is 43x in the Software industry in China. Total loss to shareholders of 16% over the past three years. New Risk • Jan 10
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 9.4% 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. Valuation Update With 7 Day Price Move • Jan 06
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥42.28, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 39x in the Software industry in China. Total loss to shareholders of 40% over the past three years. Aankondiging • Dec 27
Weaver Network Technology Co., Ltd. to Report Fiscal Year 2024 Results on Mar 28, 2025 Weaver Network Technology Co., Ltd. announced that they will report fiscal year 2024 results on Mar 28, 2025 Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥52.60, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 51x in the Software industry in China. Total loss to shareholders of 15% over the past three years. Reported Earnings • Nov 01
Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.08 loss in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.08 loss in 3Q 2023). Revenue: CN¥499.8m (up 1.5% from 3Q 2023). Net income: CN¥38.8m (up CN¥66.0m from 3Q 2023). Profit margin: 7.8% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 14% per year. Valuation Update With 7 Day Price Move • Oct 31
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥42.15, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 40x in the Software industry in China. Total loss to shareholders of 34% over the past three years. Price Target Changed • Oct 30
Price target increased by 9.0% to CN¥41.34 Up from CN¥37.93, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CN¥39.60. Stock is down 19% over the past year. The company is forecast to post earnings per share of CN¥0.86 for next year compared to CN¥0.69 last year. Aankondiging • Sep 30
Weaver Network Technology Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024 Weaver Network Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024 Valuation Update With 7 Day Price Move • Sep 27
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥33.99, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 31x in the Software industry in China. Total loss to shareholders of 48% over the past three years. Price Target Changed • Aug 30
Price target decreased by 7.7% to CN¥38.25 Down from CN¥41.45, the current price target is an average from 5 analysts. New target price is 32% above last closing price of CN¥29.06. Stock is down 52% over the past year. The company is forecast to post earnings per share of CN¥0.84 for next year compared to CN¥0.69 last year. Reported Earnings • Aug 29
Second quarter 2024 earnings released: EPS: CN¥0.079 (vs CN¥0.15 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.079 (down from CN¥0.15 in 2Q 2023). Revenue: CN¥542.3m (down 5.2% from 2Q 2023). Net income: CN¥19.5m (down 49% from 2Q 2023). Profit margin: 3.6% (down from 6.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 27% per year. Aankondiging • Jun 28
Weaver Network Technology Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024 Weaver Network Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024 Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.002 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.002 in 1Q 2023). Revenue: CN¥343.3m (up 3.1% from 1Q 2023). Net income: CN¥28.0m (up CN¥27.4m from 1Q 2023). Profit margin: 8.2% (up from 0.2% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 20% per year. Major Estimate Revision • Apr 04
Consensus revenue estimates fall by 16% The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥3.14b to CN¥2.64b. EPS estimate fell from CN¥1.02 to CN¥0.85 per share. Net income forecast to grow 24% next year vs 76% growth forecast for Software industry in China. Consensus price target down from CN¥48.29 to CN¥41.81. Share price fell 4.5% to CN¥37.26 over the past week. Reported Earnings • Mar 30
Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2023 results: EPS: CN¥0.69 (down from CN¥0.86 in FY 2022). Revenue: CN¥2.39b (up 2.6% from FY 2022). Net income: CN¥178.7m (down 20% from FY 2022). Profit margin: 7.5% (down from 9.6% in FY 2022). Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) exceeded analyst estimates by 29%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 20% per year. Price Target Changed • Mar 30
Price target decreased by 15% to CN¥41.05 Down from CN¥48.29, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CN¥39.59. Stock is down 46% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥0.69 last year. Aankondiging • Feb 09
Weaver Network Technology Co., Ltd. (SHSE:603039) announces an Equity Buyback for CNY 150 million worth of its shares. Weaver Network Technology Co., Ltd. (SHSE:603039) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its shares. The shares will be repurchased at a price no more than CNY 56 per share. The purpose of the program is to safeguard the company’s value and shareholders’ rights. The program will be funded from company's own funds. The program will be valid for a period of 3 months. Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥30.47, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 26x in the Software industry in China. Total loss to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥55.42 per share. Aankondiging • Dec 29
Weaver Network Technology Co., Ltd. to Report Fiscal Year 2023 Results on Mar 29, 2024 Weaver Network Technology Co., Ltd. announced that they will report fiscal year 2023 results on Mar 29, 2024 Price Target Changed • Nov 08
Price target decreased by 8.1% to CN¥50.47 Down from CN¥54.93, the current price target is an average from 5 analysts. New target price is 6.8% below last closing price of CN¥54.12. Stock is up 3.4% over the past year. The company is forecast to post earnings per share of CN¥0.56 for next year compared to CN¥0.86 last year. Major Estimate Revision • Nov 03
Consensus EPS estimates fall by 23% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥2.74b to CN¥2.66b. EPS estimate also fell from CN¥1.00 per share to CN¥0.769 per share. Net income forecast to grow 228% next year vs 96% growth forecast for Software industry in China. Consensus price target down from CN¥57.79 to CN¥54.93. Share price fell 3.2% to CN¥51.00 over the past week. Reported Earnings • Nov 01
Third quarter 2023 earnings released: CN¥0.08 loss per share (vs CN¥0.21 profit in 3Q 2022) Third quarter 2023 results: CN¥0.08 loss per share (down from CN¥0.21 profit in 3Q 2022). Revenue: CN¥492.4m (down 11% from 3Q 2022). Net loss: CN¥27.2m (down 152% from profit in 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 15% per year. Aankondiging • Sep 30
Weaver Network Technology Co., Ltd. to Report Q3, 2023 Results on Oct 30, 2023 Weaver Network Technology Co., Ltd. announced that they will report Q3, 2023 results on Oct 30, 2023 Major Estimate Revision • Sep 04
Consensus EPS estimates fall by 12% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥2.98b to CN¥2.87b. EPS estimate also fell from CN¥1.33 per share to CN¥1.17 per share. Net income forecast to grow 86% next year vs 80% growth forecast for Software industry in China. Consensus price target down from CN¥59.56 to CN¥57.09. Share price rose 4.7% to CN¥61.15 over the past week. Reported Earnings • Aug 29
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: CN¥572.3m (up 15% from 2Q 2022). Net income: CN¥38.0m (down 32% from 2Q 2022). Profit margin: 6.6% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Buying Opportunity • Aug 25
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be CN¥75.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 29% per annum over the same time period. Aankondiging • Jun 28
Shanghai Weaver Network Co., Ltd. to Report First Half, 2023 Results on Aug 29, 2023 Shanghai Weaver Network Co., Ltd. announced that they will report first half, 2023 results on Aug 29, 2023 Price Target Changed • Jun 01
Price target decreased by 12% to CN¥39.39 Down from CN¥44.96, the current price target is an average from 2 analysts. New target price is 48% below last closing price of CN¥75.03. Stock is up 87% over the past year. The company is forecast to post earnings per share of CN¥1.28 for next year compared to CN¥0.86 last year. Reported Earnings • Mar 21
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: EPS: CN¥0.86 (down from CN¥1.20 in FY 2021). Revenue: CN¥2.33b (up 16% from FY 2021). Net income: CN¥223.2m (down 28% from FY 2021). Profit margin: 9.6% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 16% per year. Valuation Update With 7 Day Price Move • Jan 19
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥60.86, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 36x in the Software industry in China. Total returns to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.35 per share. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Liang Hong was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Major Estimate Revision • Nov 03
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from CN¥1.35 to CN¥1.20 per share. Revenue forecast steady at CN¥2.36b. Net income forecast to grow 54% next year vs 75% growth forecast for Software industry in China. Consensus price target down from CN¥44.55 to CN¥43.56. Share price rose 12% to CN¥53.99 over the past week. Reported Earnings • Oct 28
Third quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.20 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.21 (up from CN¥0.20 in 3Q 2021). Revenue: CN¥555.4m (up 28% from 3Q 2021). Net income: CN¥52.8m (up 1.1% from 3Q 2021). Profit margin: 9.5% (down from 12% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 26
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥45.75, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the Software industry in China. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥77.90 per share. Price Target Changed • Sep 30
Price target decreased to CN¥57.71 Down from CN¥63.66, the current price target is an average from 3 analysts. New target price is 59% above last closing price of CN¥36.27. Stock is down 45% over the past year. The company is forecast to post earnings per share of CN¥1.35 for next year compared to CN¥1.20 last year. Reported Earnings • Aug 26
Second quarter 2022 earnings released: EPS: CN¥0.20 (vs CN¥0.35 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.20 (down from CN¥0.35 in 2Q 2021). Revenue: CN¥496.0m (up 11% from 2Q 2021). Net income: CN¥55.7m (down 37% from 2Q 2021). Profit margin: 11% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 30%, compared to a 32% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Aankondiging • Jun 15
Shanghai Weaver Network Co., Ltd.(SHSE:603039) dropped from Shanghai Stock Exchange Composite Index Shanghai Weaver Network Co., Ltd. has been dropped off from Shanghai Stock Exchange Composite Index Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment improved over the past week After last week's 18% share price gain to CN¥42.08, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 26x in the Software industry in China. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥29.63 per share. Buying Opportunity • May 12
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 55%. The fair value is estimated to be CN¥40.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 36%. Revenue is forecast to grow by 26% in a year. Earnings is forecast to grow by 36% in the next year. Valuation Update With 7 Day Price Move • May 10
Investor sentiment deteriorated over the past week After last week's 19% share price decline to CN¥34.07, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the Software industry in China. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥39.85 per share. Aankondiging • May 05
Shanghai Weaver Network Co., Ltd. (SHSE:603039) announces an Equity Buyback for CNY 200 million worth of its shares. Shanghai Weaver Network Co., Ltd. (SHSE:603039) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of class A shares. The shares will be repurchased at a price of not more than CNY 60 per share. The shares purchased will be used for the company's equity incentive plan. The program will be funded out of the company's own funds. The program will be valid till November 4, 2022. Price Target Changed • May 03
Price target decreased to CN¥80.88 Down from CN¥94.68, the current price target is an average from 7 analysts. New target price is 93% above last closing price of CN¥41.83. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥1.35 for next year compared to CN¥1.20 last year. Reported Earnings • May 02
First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2022 results: EPS: CN¥0.06 (down from CN¥0.10 in 1Q 2021). Revenue: CN¥293.0m (up 17% from 1Q 2021). Net income: CN¥15.1m (down 42% from 1Q 2021). Profit margin: 5.2% (down from 10% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 30%, compared to a 33% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Nov 03
Third quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.12 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥434.9m (up 31% from 3Q 2020). Net income: CN¥52.2m (up 85% from 3Q 2020). Profit margin: 12% (up from 8.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 27
Second quarter 2021 earnings released: EPS CN¥0.35 (vs CN¥0.12 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥448.3m (up 35% from 2Q 2020). Net income: CN¥89.0m (up 184% from 2Q 2020). Profit margin: 20% (up from 9.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Price Target Changed • May 27
Price target decreased to CN¥86.29 Down from CN¥104, the current price target is an average from 5 analysts. New target price is 26% above last closing price of CN¥68.30. Stock is up 35% over the past year. Reported Earnings • Apr 29
First quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.093 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥249.9m (up 24% from 1Q 2020). Net income: CN¥26.1m (up 38% from 1Q 2020). Profit margin: 10% (up from 9.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Apr 02
Full year 2020 earnings released: EPS CN¥1.11 (vs CN¥0.68 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥1.48b (up 15% from FY 2019). Net income: CN¥229.6m (up 64% from FY 2019). Profit margin: 16% (up from 11% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Mar 09
Shanghai Weaver Network Co., Ltd. to Report Fiscal Year 2020 Results on Mar 31, 2021 Shanghai Weaver Network Co., Ltd. announced that they will report fiscal year 2020 results on Mar 31, 2021 Is New 90 Day High Low • Feb 20
New 90-day low: CN¥88.52 The company is down 16% from its price of CN¥105 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥43.79 per share. Is New 90 Day High Low • Jan 22
New 90-day low: CN¥90.90 The company is down 2.0% from its price of CN¥92.40 on 23 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥43.33 per share. Reported Earnings • Oct 29
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥146.6m, up 16% from the prior year. Total revenue was CN¥1.37b over the last 12 months, up 17% from the prior year. Aankondiging • Sep 22
Tencent Collaboration Fund managed by Tencent Holdings Ltd., Investment Arm completed the acquisition of 5% stake in Shanghai Weaver Network Co., Ltd. (SHSE:603039) from Wei Jinkun. Tencent Collaboration Fund managed by Tencent Holdings Ltd., Investment Arm signed a share transfer agreement to acquire 5% stake in Shanghai Weaver Network Co., Ltd. (SHSE:603039) from Wei Jinkun for approximately CNY 770 million on July 24, 2020. Tencent will acquire 10.61 million shares in Shanghai Weaver Network at CNY 72.67 per share.
Tencent Collaboration Fund managed by Tencent Holdings Ltd., Investment Arm completed the acquisition of 5% stake in Shanghai Weaver Network Co., Ltd. (SHSE:603039) from Wei Jinkun on September 18, 2020. Aankondiging • Jul 17
Shanghai Weaver Network Co., Ltd. to Report First Half, 2020 Results on Aug 28, 2020 Shanghai Weaver Network Co., Ltd. announced that they will report first half, 2020 results on Aug 28, 2020