268 Share Price Performance
HK$0
-15.84 (-100.00%)
Price HK$0
Fair ValueHK$14.89
Share Pricen/a
Narrative Update • Jul 15
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- 5 Fair Values set on narratives written by author
268 Community Narratives
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Fair Value
·Fair Value HK$14.89 50.1% undervalued intrinsic discount
Cloud And AI Adoption In China Will Open New Markets
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Fair Value
·Fair Value HK$9.73 23.6% undervalued intrinsic discount
Cloud Transition And Early AI Setbacks Will Eventually Reshape This Business
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Cloud And AI Adoption In China Will Open New Markets
As Chinese companies rush to modernize their back-office software, Kingdee looks set to benefit from a shift toward cloud subscriptions and new AI tools that can keep customers coming back. The catch is that bigger global rivals and the uncertain pace of AI adoption could make growth harder to sustain than it looks.Read more
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HK$14.89
50.1% undervalued intrinsic discount
Fair Value
Revenue
13.18% p.a.
Profit Margin
10.74%
Future PE
53.49x
Price in 2029
HK$19.16
Cloud Transition And Early AI Setbacks Will Eventually Reshape This Business
Kingdee is still moving from selling software upfront to selling it as a cloud subscription, which can make profits and cash look weaker even if customer demand is growing. The bigger question is whether its early AI products and overseas push can turn into real, steady growth before high development spending and slow customer adoption hold it back.Read more
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HK$9.73
23.6% undervalued intrinsic discount
Fair Value
Revenue
12.04% p.a.
Profit Margin
7.16%
Future PE
54.15x
Price in 2029
HK$12.52
Trending Discussion
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Recently Updated Narratives
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268: Revised Fair Value And P/E Assumptions Will Support Share Rerating
Fair Value: HK$14.89 50.1% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
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268: Governance Overhaul Will Support Higher Future Profitability Potential
Fair Value: HK$9.73 23.6% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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Snowflake Analysis
Kingdee International Software Group Company Limited Key Details
About 268
- Founded
- 1993
- Employees
- 11294
- CEO
- WebsiteView website
Kingdee International Software Group Company Limited, an investment holding company, engages in the subscription and sale of software worldwide. It also provides subscription and software implementation services, software solution consulting, maintenance, upgrade and other supporting services, and other services. In addition, the company designs, develops, manufactures, and sells software and hardware products; and provides software-related and online financial intermediation services. It serves enterprises, government agencies, and other organizations. The company was founded in 1993 and is headquartered in Shenzhen, the People’s Republic of China.
Recent 268 News & Updates
Narrative Update • Jul 01
268: Governance Overhaul Will Support Higher Future Profitability Potential
Analysts have lowered their 12 month price target for Kingdee International Software Group from about HK$14.24 to around HK$9.73, citing updates to their fair value assumptions, revenue growth outlook, profit margin expectations, discount rate and future P/E estimates. What's in the News Kingdee International Software Group obtained shareholder approval at its Annual General Meeting on 28 May 2026 for the adoption of new amended and restated Articles of Association, reflecting updated company bylaws and rules.Narrative Update • Jun 17
