Buy Or Sell Opportunity • Jul 17
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 70% to CN¥2.40. The fair value is estimated to be CN¥3.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Earnings per share has declined by 44%. Tillkännagivande • Jun 30
Beijing VRV Software Corporation Limited to Report First Half, 2026 Results on Aug 26, 2026 Beijing VRV Software Corporation Limited announced that they will report first half, 2026 results on Aug 26, 2026 Reported Earnings • Apr 30
Full year 2025 earnings released: CN¥0.23 loss per share (vs CN¥0.10 loss in FY 2024) Full year 2025 results: CN¥0.23 loss per share (further deteriorated from CN¥0.10 loss in FY 2024). Revenue: CN¥305.9m (down 41% from FY 2024). Net loss: CN¥338.0m (loss widened 134% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Tillkännagivande • Apr 30
Beijing VRV Software Corporation Limited, Annual General Meeting, May 21, 2026 Beijing VRV Software Corporation Limited, Annual General Meeting, May 21, 2026, at 15:00 China Standard Time. Location: 4F, Building 3, Phase II, No. 3, Minzhuang Road, Haidian District, Beijing China New Risk • Apr 16
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 8.6% 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 5.9% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.6% average weekly change). Tillkännagivande • Mar 31
Beijing VRV Software Corporation Limited to Report Q1, 2026 Results on Apr 29, 2026 Beijing VRV Software Corporation Limited announced that they will report Q1, 2026 results on Apr 29, 2026 Tillkännagivande • Dec 31
Beijing VRV Software Corporation Limited to Report Fiscal Year 2025 Results on Apr 17, 2026 Beijing VRV Software Corporation Limited announced that they will report fiscal year 2025 results on Apr 17, 2026 Reported Earnings • Oct 29
Third quarter 2025 earnings released: CN¥0.048 loss per share (vs CN¥0.013 profit in 3Q 2024) Third quarter 2025 results: CN¥0.048 loss per share (down from CN¥0.013 profit in 3Q 2024). Revenue: CN¥8.12m (down 94% from 3Q 2024). Net loss: CN¥69.0m (down 480% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Sep 30
Beijing VRV Software Corporation Limited to Report Q3, 2025 Results on Oct 29, 2025 Beijing VRV Software Corporation Limited announced that they will report Q3, 2025 results on Oct 29, 2025 Reported Earnings • Aug 28
Second quarter 2025 earnings released: CN¥0.031 loss per share (vs CN¥0.048 loss in 2Q 2024) Second quarter 2025 results: CN¥0.031 loss per share (improved from CN¥0.048 loss in 2Q 2024). Revenue: CN¥46.3m (down 55% from 2Q 2024). Net loss: CN¥44.3m (loss narrowed 35% from 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 only increased by 18% per year, which means it is significantly lagging earnings growth. New Risk • Aug 21
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 8.1% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.1% average weekly change). Tillkännagivande • Jul 02
Beijing VRV Software Corporation Limited to Report First Half, 2025 Results on Aug 29, 2025 Beijing VRV Software Corporation Limited announced that they will report first half, 2025 results on Aug 29, 2025 New Risk • Jun 20
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 8.5% 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 14% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change). Reported Earnings • Apr 22
Full year 2024 earnings released: CN¥0.10 loss per share (vs CN¥0.005 profit in FY 2023) Full year 2024 results: CN¥0.10 loss per share (down from CN¥0.005 profit in FY 2023). Revenue: CN¥516.7m (down 24% from FY 2023). Net loss: CN¥144.8m (down CN¥151.4m from profit in FY 2023). 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 7% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Apr 21
Beijing VRV Software Corporation Limited, Annual General Meeting, May 12, 2025 Beijing VRV Software Corporation Limited, Annual General Meeting, May 12, 2025, at 15:00 China Standard Time. Location: 4F, Building 3, Phase II, No. 3, Minzhuang Road, Haidian District, Beijing China New Risk • Apr 07
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. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥80m free cash flow). Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 26% per year over the past 5 years. Tillkännagivande • Mar 31
Beijing VRV Software Corporation Limited to Report Q1, 2025 Results on Apr 29, 2025 Beijing VRV Software Corporation Limited announced that they will report Q1, 2025 results on Apr 29, 2025 New Risk • Feb 06
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 11% 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. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥80m free cash flow). Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 26% per year over the past 5 years. New Risk • Jan 12
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (10% average weekly change). Tillkännagivande • Dec 31
Beijing VRV Software Corporation Limited to Report Fiscal Year 2024 Results on Apr 21, 2025 Beijing VRV Software Corporation Limited announced that they will report fiscal year 2024 results on Apr 21, 2025 Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: CN¥0.013 (vs CN¥0.001 loss in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.013 (up from CN¥0.001 loss in 3Q 2023). Revenue: CN¥144.7m (down 8.2% from 3Q 2023). Net income: CN¥18.2m (up CN¥19.8m from 3Q 2023). Profit margin: 13% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. New Risk • Sep 30
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 Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥94m free cash flow). Earnings have declined by 36% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change). Tillkännagivande • Sep 30
Beijing VRV Software Corporation Limited to Report Q3, 2024 Results on Oct 25, 2024 Beijing VRV Software Corporation Limited announced that they will report Q3, 2024 results on Oct 25, 2024 New Risk • Aug 29
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¥94m 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. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥94m free cash flow). Earnings have declined by 36% per year over the past 5 years. Tillkännagivande • Jun 29
Beijing VRV Software Corporation Limited to Report First Half, 2024 Results on Aug 23, 2024 Beijing VRV Software Corporation Limited announced that they will report first half, 2024 results on Aug 23, 2024 Reported Earnings • Apr 27
First quarter 2024 earnings released: EPS: CN¥0.002 (vs CN¥0.002 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.002 (in line with 1Q 2023). Revenue: CN¥130.4m (down 15% from 1Q 2023). Net income: CN¥2.93m (up 37% from 1Q 2023). Profit margin: 2.2% (up from 1.4% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Apr 15
Full year 2023 earnings released: EPS: CN¥0.005 (vs CN¥0.13 loss in FY 2022) Full year 2023 results: EPS: CN¥0.005 (up from CN¥0.13 loss in FY 2022). Revenue: CN¥682.7m (up 26% from FY 2022). Net income: CN¥6.59m (up CN¥194.2m from FY 2022). Profit margin: 1.0% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Tillkännagivande • Apr 13
Beijing VRV Software Corporation Limited, Annual General Meeting, May 08, 2024 Beijing VRV Software Corporation Limited, Annual General Meeting, May 08, 2024, at 15:00 China Standard Time. Tillkännagivande • Mar 30
Beijing VRV Software Corporation Limited to Report Q1, 2024 Results on Apr 27, 2024 Beijing VRV Software Corporation Limited announced that they will report Q1, 2024 results on Apr 27, 2024 Tillkännagivande • Dec 30
Beijing VRV Software Corporation Limited to Report Fiscal Year 2023 Results on Apr 13, 2024 Beijing VRV Software Corporation Limited announced that they will report fiscal year 2023 results on Apr 13, 2024 Tillkännagivande • Sep 30
Beijing VRV Software Corporation Limited to Report Q3, 2023 Results on Oct 24, 2023 Beijing VRV Software Corporation Limited announced that they will report Q3, 2023 results on Oct 24, 2023 Reported Earnings • Aug 25
Second quarter 2023 earnings released: EPS: CN¥0.001 (vs CN¥0.033 loss in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.001 (up from CN¥0.033 loss in 2Q 2022). Revenue: CN¥166.1m (up 65% from 2Q 2022). Net income: CN¥1.45m (up CN¥49.4m from 2Q 2022). Profit margin: 0.9% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 18
Full year 2022 earnings released: CN¥0.13 loss per share (vs CN¥0.30 loss in FY 2021) Full year 2022 results: CN¥0.13 loss per share (improved from CN¥0.30 loss in FY 2021). Revenue: CN¥542.9m (down 20% from FY 2021). Net loss: CN¥187.6m (loss narrowed 57% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance. Tillkännagivande • Dec 21
Beijing Vrv Software Corporation Limited Announces Board Appointments Beijing VRV Software Corporation Limited held its 3rd Extraordinary General Meeting of 2022 on 19 December 2022 announced the appointment of Wang Hun, Xie Tao and Fu Dongpu as independent directors. Yu Wei and Bi Yongdong as non-employee supervisors. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Hui Wang 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. Reported Earnings • Oct 28
Third quarter 2022 earnings released: EPS: CN¥0.036 (vs CN¥0.016 loss in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.036 (up from CN¥0.016 loss in 3Q 2021). Revenue: CN¥233.5m (up 6.2% from 3Q 2021). Net income: CN¥51.6m (up CN¥74.3m from 3Q 2021). Profit margin: 22% (up from net loss in 3Q 2021). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 20
Second quarter 2022 earnings released: CN¥0.033 loss per share (vs CN¥0.04 profit in 2Q 2021) Second quarter 2022 results: CN¥0.033 loss per share (down from CN¥0.04 profit in 2Q 2021). Revenue: CN¥100.6m (down 60% from 2Q 2021). Net loss: CN¥47.9m (down 183% from profit in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance. Board Change • Apr 27
High number of new and inexperienced directors There are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. Director Jianbin Hu is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Tillkännagivande • Apr 16
Beijing VRV Software Corporation Limited, Annual General Meeting, May 09, 2022 Beijing VRV Software Corporation Limited, Annual General Meeting, May 09, 2022, at 15:00 China Standard Time. Agenda: To consider 2021 work report of the board of directors; to consider 2021 work report of the supervisory committee; to consider 2021 annual accounts; and to consider other matters. Reported Earnings • Apr 14
First quarter 2022 earnings: EPS and revenues miss analyst expectations First quarter 2022 results: EPS: CN¥0.002 (up from CN¥0.017 loss in 1Q 2021). Revenue: CN¥130.5m (up 53% from 1Q 2021). Net income: CN¥2.45m (up CN¥27.1m from 1Q 2021). Profit margin: 1.9% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 86%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 129 percentage points per year, which is a significant difference in performance. Reported Earnings • Oct 31
Third quarter 2021 earnings released: CN¥0.016 loss per share (vs CN¥0.028 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: CN¥219.9m (down 7.0% from 3Q 2020). Net loss: CN¥22.7m (down 156% from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 30
Second quarter 2021 earnings released: EPS CN¥0.04 (vs CN¥0.018 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥253.9m (up 64% from 2Q 2020). Net income: CN¥57.5m (up 121% from 2Q 2020). Profit margin: 23% (up from 17% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Tillkännagivande • May 22
Beijing VRV Software Corporation Limited Approves Cash Dividend for the Year 2020 Beijing VRV Software Corporation Limited at its annual general meeting held on May 20, 2021 approved cash dividend per ten shares (tax included) of CNY 0.04000000 for the year 2020. Reported Earnings • May 03
Full year 2020 earnings released: EPS CN¥0.018 (vs CN¥0.015 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥640.8m (down 11% from FY 2019). Net income: CN¥25.7m (up 15% from FY 2019). Profit margin: 4.0% (up from 3.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Tillkännagivande • May 02
Beijing VRV Software Corporation Limited Proposes Final Cash Dividend for the Year 2020 Beijing VRV Software Corporation Limited proposed final cash dividend per ten shares (tax included) of CNY 0.04000000 for the year 2020. Is New 90 Day High Low • Jan 25
New 90-day low: CN¥4.98 The company is down 28% from its price of CN¥6.88 on 27 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. Is New 90 Day High Low • Jan 07
New 90-day low: CN¥5.12 The company is down 28% from its price of CN¥7.14 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 1.0% over the same period. Is New 90 Day High Low • Dec 16
New 90-day low: CN¥5.90 The company is down 23% from its price of CN¥7.63 on 17 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 3.0% over the same period. Is New 90 Day High Low • Nov 17
New 90-day low: CN¥6.38 The company is down 19% from its price of CN¥7.91 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 10.0% over the same period. Reported Earnings • Oct 30
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥32.3m, down 71% from the prior year. Total revenue was CN¥702.4m over the last 12 months, down 11% from the prior year. Is New 90 Day High Low • Oct 23
New 90-day low: CN¥6.87 The company is down 5.0% from its price of CN¥7.26 on 24 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 6.0% over the same period. Is New 90 Day High Low • Sep 28
New 90-day low: CN¥6.92 The company is down 2.0% from its price of CN¥7.05 on 30 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 3.0% over the same period. Tillkännagivande • Aug 13
Beijing VRV Software Corporation Limited to Report First Half, 2020 Results on Aug 28, 2020 Beijing VRV Software Corporation Limited announced that they will report first half, 2020 results on Aug 28, 2020 Tillkännagivande • Jul 20
Beijing VRV Software Corporation Limited announced that it expects to receive CNY 881.58 million in funding Beijing VRV Software Corporation Limited (SZSE:300352) announced a private placement of not more than 110,180,000 A shares for not more than CNY 881,580,000 on July 15, 2020. The transaction will not include participation from more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. The transaction has been approved at the fourth extraordinary meeting of the company's fourth directorate and is subject to approvals of the shareholders meeting, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.