Kingdee International Software Group Company Limited

SEHK:268 Voorraadrapport

Marktkapitalisatie: HK$26.8b

Kingdee International Software Group Toekomstige groei

Future criteriumcontroles 4/6

Kingdee International Software Group zal naar verwachting groeien in winst en omzet met respectievelijk 30.4% en 11.5% per jaar. De winst per aandeel zal naar verwachting groeien met 31% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 10.4% zijn.

Belangrijke informatie

30.4%

Groei van de winst

31.02%

Groei van de winst per aandeel

Software winstgroei84.7%
Inkomstengroei11.5%
Toekomstig rendement op eigen vermogen10.45%
Dekking van analisten

Good

Laatst bijgewerkt15 May 2026

Recente toekomstige groei-updates

Analyseartikel Aug 14

Kingdee International Software Group Company Limited (HKG:268) Just Released Its Interim Earnings: Here's What Analysts Think

SEHK:268 1 Year Share Price vs Fair Value Explore Kingdee International Software Group's Fair Values from the Community...
Analyseartikel Mar 19

Earnings Update: Kingdee International Software Group Company Limited (HKG:268) Just Reported And Analysts Are Trimming Their Forecasts

The analysts might have been a bit too bullish on Kingdee International Software Group Company Limited ( HKG:268...
Analyseartikel Aug 19

HK$10.54: That's What Analysts Think Kingdee International Software Group Company Limited (HKG:268) Is Worth After Its Latest Results

It's been a good week for Kingdee International Software Group Company Limited ( HKG:268 ) shareholders, because the...

Recent updates

Narratiefupdate May 07

268: Enterprise Execution And Earnings Visibility Will Support Future Rerating Despite Downgrade

The analyst price target for Kingdee International Software Group has been reduced to HK$12 from HK$18.21, as analysts factor in softer expectations for large and mid sized enterprise client sales and lower earnings estimates through 2027. Analyst Commentary Bullish Takeaways Bullish analysts may view the new HK$12 target as aligning expectations more closely with current execution, which can reduce the risk of further sharp target cuts if sales trends stay similar.
Narratiefupdate Apr 22

268: Share Repurchases And Earnings Visibility Will Support Future Rerating Despite Downgrade

Analysts have trimmed their price target for Kingdee International Software Group to HK$12 from HK$18.21, citing lower revenue expectations from large and mid sized enterprise clients and related earnings estimate cuts through 2027. Analyst Commentary Bullish Takeaways The new HK$12 price target still implies that some analysts see support for the current valuation, even after adjusting revenue and earnings assumptions.
Narratiefupdate Apr 08

268: Share Repurchases And Profit Recovery Will Support Future Rerating Despite Downgrade

Analysts have lowered their price target on Kingdee International Software Group to HK$12 from HK$18.21, citing more cautious assumptions on fair value, growth, margins and future P/E after revising revenue and earnings expectations for large and mid-sized enterprise customers. Analyst Commentary Goldman Sachs moved Kingdee to Neutral with a lower price target of HK$12, in line with reduced revenue and earnings expectations for large and mid-sized enterprise customers.
Analyseartikel Mar 24

Kingdee International Software Group's (HKG:268) Solid Earnings Are Supported By Other Strong Factors

Even though Kingdee International Software Group Company Limited's ( HKG:268 ) recent earnings release was robust, the...
Narratiefupdate Mar 24

268: Share Repurchases And Profit Recovery Will Support Re Rating Despite Downgrade

Analysts have cut their price target on Kingdee International Software Group to HK$12 from HK$18.21, reflecting lower fair value estimates and reduced expectations for revenue growth and profit margins, as they factor in softer sales assumptions for large and mid scale enterprise clients and trimmed earnings forecasts for 2025 to 2027. Analyst Commentary Bullish Takeaways The HK$12 target still prices in some value for Kingdee's position with large and mid scale enterprise clients, suggesting analysts see an established customer base as a support for the current valuation even after cuts.
Analyseartikel Feb 11

Kingdee International Software Group Company Limited's (HKG:268) Popularity With Investors Under Threat As Stock Sinks 28%

Kingdee International Software Group Company Limited ( HKG:268 ) shares have had a horrible month, losing 28% after a...
Nieuw narratief Feb 10

Cloud Transition And Early AI Setbacks Will Eventually Reshape This Business

Catalysts About Kingdee International Software Group Kingdee International Software Group provides enterprise cloud management and AI enabled software services to businesses of various sizes. What are the underlying business or industry changes driving this perspective?
Narratiefupdate Feb 10

268: Share Repurchases And Return To Profitability Will Support Higher Multiples

Analysts have nudged their fair value estimate for Kingdee International Software Group slightly higher to HK$19.32 from HK$19.25, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples as the drivers of this recalibration. What's in the News Kingdee International Software Group Company Limited has commenced share repurchases on February 4, 2026, under a shareholder mandate granted on May 22, 2025.
Narratiefupdate Jan 26

268: Lower Discount Rate And Return To Profitability Will Support Higher Multiples

Analysts have nudged their implied price target for Kingdee International Software Group slightly higher to about HK$19.25, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News The company issued earnings guidance for the year ended 31 December 2025, with total revenue expected in a range of RMB 6,950 million to RMB 7,050 million (Key Developments).
Narratiefupdate Jan 12

268: Slightly Lower Discount Rate Will Support Higher Future Earnings Multiples

Analysts have made a small upward adjustment to their fair value estimate for Kingdee International Software Group, lifting the target from HK$18.92 to HK$19.25, citing slightly higher assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples. Valuation Changes Fair Value Estimate adjusted from HK$18.92 to HK$19.25, reflecting a small uplift in the modelled target price.
Narratiefupdate Dec 27

268: Lower Discount Rate Will Support Stronger Long Term Profitability

Narrative Update on Kingdee International Software Group Analysts have maintained their price target for Kingdee International Software Group at HKD 18.92, citing marginally lower discount rate assumptions and a modestly improved long term earnings outlook, despite largely unchanged revenue growth and profit margin forecasts. Valuation Changes Fair Value Estimate effectively unchanged, nudged up from HK$18.92 to HK$18.92 per share.
Narratiefupdate Dec 13

268: Rising Margins Will Drive Stronger Profitability Over The Next Year

Narrative Update Analysts have trimmed their fair value estimate for Kingdee International Software Group slightly, reducing the implied price target from about $18.96 to $18.92. This reflects modestly higher discount rate assumptions and a marginally lower revenue growth outlook, which more than offset a small improvement in projected profit margins and a slightly cheaper future P/E multiple.
Analyseartikel Dec 08

Estimating The Fair Value Of Kingdee International Software Group Company Limited (HKG:268)

Key Insights Kingdee International Software Group's estimated fair value is HK$13.32 based on 2 Stage Free Cash Flow to...
Narratiefupdate Nov 28

268: Rising Margins Will Drive Improved Profitability Over The Next Year

Analysts have raised their price target for Kingdee International Software Group from HK$18.63 to HK$18.96. They cite improved profit margin projections, even though the revenue growth estimate has been slightly reduced.
Narratiefupdate Sep 05

Cloud And AI Adoption In China Will Open New Markets

Despite a notable rise in the future P/E ratio, indicating increased valuation expectations relative to earnings, the consensus analyst price target for Kingdee International Software Group remained unchanged at HK$18.63. What's in the News Upcoming board meeting to approve interim results for the first half of 2025 and consider an interim dividend recommendation.
Analyseartikel Aug 14

Kingdee International Software Group Company Limited (HKG:268) Just Released Its Interim Earnings: Here's What Analysts Think

SEHK:268 1 Year Share Price vs Fair Value Explore Kingdee International Software Group's Fair Values from the Community...
Analyseartikel Jun 30

What Kingdee International Software Group Company Limited's (HKG:268) 26% Share Price Gain Is Not Telling You

Kingdee International Software Group Company Limited ( HKG:268 ) shareholders would be excited to see that the share...
Analyseartikel May 15

Shareholders May Not Be So Generous With Kingdee International Software Group Company Limited's (HKG:268) CEO Compensation And Here's Why

Key Insights Kingdee International Software Group will host its Annual General Meeting on 22nd of May Salary of...
Analyseartikel Apr 07

Kingdee International Software Group Company Limited's (HKG:268) 39% Share Price Plunge Could Signal Some Risk

Kingdee International Software Group Company Limited ( HKG:268 ) shares have retraced a considerable 39% in the last...
User avatar
Nieuw narratief Mar 23

Cosmic And Galaxy AI Solutions Will Improve Operational Efficiency And Profitability

Focus on enhanced cloud services and AI-powered solutions aims to drive revenue, improve cash flows, and enhance net margins and profitability.
Analyseartikel Mar 19

Earnings Update: Kingdee International Software Group Company Limited (HKG:268) Just Reported And Analysts Are Trimming Their Forecasts

The analysts might have been a bit too bullish on Kingdee International Software Group Company Limited ( HKG:268...
Analyseartikel Jan 08

Some Kingdee International Software Group Company Limited (HKG:268) Shareholders Look For Exit As Shares Take 26% Pounding

Kingdee International Software Group Company Limited ( HKG:268 ) shares have had a horrible month, losing 26% after a...
Analyseartikel Nov 04

Kingdee International Software Group Company Limited (HKG:268) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely

Kingdee International Software Group Company Limited ( HKG:268 ) shares have retraced a considerable 26% in the last...
Analyseartikel Aug 19

HK$10.54: That's What Analysts Think Kingdee International Software Group Company Limited (HKG:268) Is Worth After Its Latest Results

It's been a good week for Kingdee International Software Group Company Limited ( HKG:268 ) shareholders, because the...
Analyseartikel Jun 03

Is Kingdee International Software Group (HKG:268) Weighed On By Its Debt Load?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Apr 16

A Look At The Intrinsic Value Of Kingdee International Software Group Company Limited (HKG:268)

Key Insights Kingdee International Software Group's estimated fair value is HK$9.77 based on 2 Stage Free Cash Flow to...
Analyseartikel Mar 21

Kingdee International Software Group Company Limited (HKG:268) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Kingdee International Software Group Company Limited ( HKG:268 ) shareholders are no doubt pleased to see that the...
Analyseartikel Dec 26

Kingdee International Software Group Company Limited's (HKG:268) Popularity With Investors Is Under Threat From Overpricing

When close to half the companies in the Software industry in Hong Kong have price-to-sales ratios (or "P/S") below...
Analyseartikel Nov 23

Is Kingdee International Software Group (HKG:268) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Nov 08

At HK$11.92, Is Kingdee International Software Group Company Limited (HKG:268) Worth Looking At Closely?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it received...
Analyseartikel Oct 09

Are Investors Undervaluing Kingdee International Software Group Company Limited (HKG:268) By 39%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Kingdee International Software Group fair value estimate is...
Analyseartikel Aug 18

Is Kingdee International Software Group (HKG:268) Using Debt Sensibly?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Jul 28

When Should You Buy Kingdee International Software Group Company Limited (HKG:268)?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it led the...
Analyseartikel Jul 10

A Look At The Intrinsic Value Of Kingdee International Software Group Company Limited (HKG:268)

Key Insights Kingdee International Software Group's estimated fair value is HK$12.83 based on 2 Stage Free Cash Flow to...
Analyseartikel Apr 28

What Does Kingdee International Software Group Company Limited's (HKG:268) Share Price Indicate?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it saw...
Analyseartikel Apr 07

Is Kingdee International Software Group (HKG:268) Using Debt Sensibly?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Mar 14

Kingdee International Software Group Company Limited's (HKG:268) Intrinsic Value Is Potentially 18% Below Its Share Price

Key Insights The projected fair value for Kingdee International Software Group is HK$12.31 based on 2 Stage Free Cash...
Analyseartikel Nov 22

Is Kingdee International Software Group (HKG:268) Weighed On By Its Debt Load?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Nov 05

At HK$13.10, Is Kingdee International Software Group Company Limited (HKG:268) Worth Looking At Closely?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it saw a...
Analyseartikel Aug 22

Is Kingdee International Software Group (HKG:268) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Aug 03

We're Interested To See How Kingdee International Software Group (HKG:268) Uses Its Cash Hoard To Grow

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Analyseartikel Jul 17

Are Kingdee International Software Group Company Limited (HKG:268) Investors Paying Above The Intrinsic Value?

How far off is Kingdee International Software Group Company Limited ( HKG:268 ) from its intrinsic value? Using the...
Analyseartikel Jun 02

Should You Think About Buying Kingdee International Software Group Company Limited (HKG:268) Now?

While Kingdee International Software Group Company Limited ( HKG:268 ) might not be the most widely known stock at the...
Analyseartikel Apr 07

Kingdee International Software Group (HKG:268) Is In A Strong Position To Grow Its Business

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Analyseartikel Mar 03

Are Investors Undervaluing Kingdee International Software Group Company Limited (HKG:268) By 22%?

Does the March share price for Kingdee International Software Group Company Limited ( HKG:268 ) reflect what it's...
Analyseartikel Jan 20

Is It Too Late To Consider Buying Kingdee International Software Group Company Limited (HKG:268)?

Let's talk about the popular Kingdee International Software Group Company Limited ( HKG:268 ). The company's shares saw...
Analyseartikel Nov 18

Are Kingdee International Software Group Company Limited (HKG:268) Investors Paying Above The Intrinsic Value?

How far off is Kingdee International Software Group Company Limited ( HKG:268 ) from its intrinsic value? Using the...

Winst- en omzetgroeiprognoses

SEHK:268 - Toekomstschattingen van analisten en financiële gegevens uit het verleden (CNY Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202810,1781,1062,8582,39211
12/31/20279,0337091,2821,76219
12/31/20267,9174156661,44018
12/31/20257,006935111,097N/A
9/30/20256,792355101,090N/A
6/30/20256,578-225091,082N/A
3/31/20256,417-823811,008N/A
12/31/20246,256-142253934N/A
9/30/20246,119-14340795N/A
6/30/20245,983-144-172656N/A
3/31/20245,831-177-208655N/A
12/31/20235,679-210-243653N/A
9/30/20235,457-263-454519N/A
6/30/20235,235-316-666385N/A
3/31/20235,050-353-589380N/A
12/31/20224,866-389-513374N/A
9/30/20224,682-400-330476N/A
6/30/20224,498-411-147577N/A
3/31/20224,336-356-129619N/A
12/31/20214,174-302-111661N/A
9/30/20214,008-331-65559N/A
6/30/20213,841-360-18458N/A
3/31/20213,599-34851466N/A
12/31/20203,356-335120473N/A
9/30/20203,292-148N/AN/AN/A
6/30/20203,22839202692N/A
3/31/20203,277206325828N/A
12/31/20193,326373448963N/A
9/30/20193,170362N/AN/AN/A
6/30/20193,015352N/A827N/A
3/31/20192,912382N/A866N/A
12/31/20182,809412N/A906N/A
9/30/20182,668393N/A882N/A
6/30/20182,528373N/A858N/A
3/31/20182,416342N/A841N/A
12/31/20172,303310N/A824N/A
6/30/20172,004186N/A642N/A
3/31/20171,933200N/A627N/A
12/31/20161,862214N/A612N/A
6/30/20161,672261N/A602N/A
3/31/20161,594239N/A579N/A
12/31/20151,517218N/A556N/A
9/30/20151,570156N/A535N/A
6/30/20151,555207N/A514N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei 268 ( 30.4% per jaar) ligt boven de spaarquote ( 3% ).

Winst versus markt: De winst van 268 ( 30.4% per jaar) zal naar verwachting sneller groeien dan de Hong Kong markt ( 12.5% per jaar).

Hoge groeiwinsten: De winst van 268 zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van 268 ( 11.5% per jaar) zal naar verwachting sneller groeien dan de markt Hong Kong ( 8.6% per jaar).

Hoge groei-inkomsten: De omzet van 268 ( 11.5% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.


Groeiprognoses winst per aandeel


Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen 268 zal naar verwachting over 3 jaar laag zijn ( 10.4 %).


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/21 23:06
Aandelenkoers aan het einde van de dag2026/05/21 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Kingdee International Software Group Company Limited wordt gevolgd door 34 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Boris VanBernstein
Huiqun LiBofA Global Research
Yan Jing WuChina Galaxy Securities Co., Ltd.