Board Change • 23h
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. 3 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Lian Ming Bo was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Tillkännagivande • Mar 17
Kingdee International Software Group Company Limited, Annual General Meeting, May 28, 2026 Kingdee International Software Group Company Limited, Annual General Meeting, May 28, 2026. Tillkännagivande • Mar 02
Kingdee International Software Group Company Limited to Report Fiscal Year 2025 Results on Mar 17, 2026 Kingdee International Software Group Company Limited announced that they will report fiscal year 2025 results on Mar 17, 2026 Tillkännagivande • Jan 21
Kingdee International Software Group Company Limited Provides Earnings Guidance for the Year Ended 31 December 2025 Kingdee International Software Group Company Limited provided earnings guidance for the year ended 31 December 2025. For the period, the Group expects total revenue to be between approximately RMB 6,950 million and RMB 7,050 million, representing an increase of approximately 11.1% to 12.7% as compared with the same period in 2024 (2024: revenue of approximately RMB 6,256 million). The profit attributable to owners of the Company for the Reporting Period is expected to be between approximately RMB 60 million and RMB 100 million (2024: loss of approximately RMB 142 million). Tillkännagivande • Jul 28
Kingdee International Software Group Company Limited to Report First Half, 2025 Results on Aug 11, 2025 Kingdee International Software Group Company Limited announced that they will report first half, 2025 results on Aug 11, 2025 Tillkännagivande • Mar 17
Kingdee International Software Group Company Limited, Annual General Meeting, May 22, 2025 Kingdee International Software Group Company Limited, Annual General Meeting, May 22, 2025. Tillkännagivande • Mar 03
Kingdee International Software Group Company Limited to Report Fiscal Year 2024 Results on Mar 17, 2025 Kingdee International Software Group Company Limited announced that they will report fiscal year 2024 results on Mar 17, 2025 Reported Earnings • Aug 16
First half 2024 earnings released: CN¥0.061 loss per share (vs CN¥0.082 loss in 1H 2023) First half 2024 results: CN¥0.061 loss per share (improved from CN¥0.082 loss in 1H 2023). Revenue: CN¥2.87b (up 12% from 1H 2023). Net loss: CN¥217.9m (loss narrowed 23% from 1H 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 39% per year, which means it is significantly lagging earnings. Tillkännagivande • Jul 26
Kingdee International Software Group Company Limited to Report First Half, 2024 Results on Aug 15, 2024 Kingdee International Software Group Company Limited announced that they will report first half, 2024 results on Aug 15, 2024 Buy Or Sell Opportunity • Jul 15
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to HK$6.74. The fair value is estimated to be HK$8.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.2%. Revenue is forecast to grow by 17% in a year. Earnings are forecast to grow by 80% in the next year. Buy Or Sell Opportunity • Jul 02
Now 16% undervalued after recent price drop Over the last 90 days, the stock has fallen 18% to HK$7.32. The fair value is estimated to be HK$8.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.2%. Revenue is forecast to grow by 17% in a year. Earnings are forecast to grow by 79% in the next year. Buy Or Sell Opportunity • Jun 20
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 20% to HK$7.56. The fair value is estimated to be HK$9.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.2%. Revenue is forecast to grow by 17% in a year. Earnings are forecast to grow by 79% in the next year. Reported Earnings • Apr 21
Full year 2023 earnings released: CN¥0.061 loss per share (vs CN¥0.11 loss in FY 2022) Full year 2023 results: CN¥0.061 loss per share (improved from CN¥0.11 loss in FY 2022). Revenue: CN¥5.68b (up 17% from FY 2022). Net loss: CN¥209.9m (loss narrowed 46% from FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings. Tillkännagivande • Apr 21
Kingdee International Software Group Company Limited, Annual General Meeting, May 16, 2024 Kingdee International Software Group Company Limited, Annual General Meeting, May 16, 2024, at 09:30 China Standard Time. Location: Kingdee Software Park, No. 2 Kejinan 12 Road, South District, Hi-Tech Industrial Park Nanshan District Shenzhen Guangdong Province China Agenda: To receive and adopt the audited consolidated accounts, the report of the directors and the report of the auditors of the Company for the year ended 31 December 2023; to re-elect directors; to authorize the board of Directors to fix the remuneration of the Directors; to consider and approve the re-appointment of PricewaterhouseCoopers, the retiring auditors of the Company, as the auditors of the Company and to authorize the Board to fix their remuneration; to grant a general mandate to the Directors to issue and allot additional Shares not exceeding 10% of the existing total number of issued Shares; to grant a general mandate to the Directors to repurchase the Shares not exceeding 10% of the existing total number of issued Shares; and to approve the proposed adoption of the new amended and restated articles of association of the Company. Buy Or Sell Opportunity • Apr 17
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 17% to HK$7.81. The fair value is estimated to be HK$9.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 8.2%. Revenue is forecast to grow by 17% in a year. Earnings are forecast to grow by 79% in the next year. Reported Earnings • Mar 19
Full year 2023 earnings released: CN¥0.061 loss per share (vs CN¥0.11 loss in FY 2022) Full year 2023 results: CN¥0.061 loss per share (improved from CN¥0.11 loss in FY 2022). Revenue: CN¥5.68b (up 17% from FY 2022). Net loss: CN¥209.9m (loss narrowed 46% from FY 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings. Tillkännagivande • Jan 05
Kingdee International Software Group Company Limited Provides Earnings Guidance for the Year Ended 2023 Kingdee International Software Group Company Limited provided earnings guidance for the year ended 2023. The Company is expected to record total revenue of approximately RMB 5.65 billion to RMB 5.70 billion, achieve a year-on-year increase of 16.2% to 17.2%, a net cash flow from operating activities of approximately RMB630 million to RMB 670 million (year-on-year increased of 68.3%-78.9%) and loss attributable to owners of the Company amounted to approximately RMB 170 million to RMB 250 million (net loss decreased by RMB140 million to RMB220 million) in 2023. Kingdee Cloud subscription ARR (annual recurring revenue) is expected to amount to approximately RMB 2.85 billion in 2023, representing a year-on-year increase of approximately 32.8%. New Risk • Dec 14
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. Tillkännagivande • Dec 12
Kingdee International Software Group Company Limited has filed a Follow-on Equity Offering in the amount of HKD 1.561733 billion. Kingdee International Software Group Company Limited has filed a Follow-on Equity Offering in the amount of HKD 1.561733 billion.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 154,627,000
Price\Range: HKD 10.1
Transaction Features: Subsequent Direct Listing Buying Opportunity • Nov 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 13%. The fair value is estimated to be HK$14.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 24% in a year. Earnings is forecast to grow by 52% in the next year. Buying Opportunity • Sep 07
Now 21% undervalued Over the last 90 days, the stock is up 3.3%. The fair value is estimated to be HK$14.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 24% in a year. Earnings is forecast to grow by 56% in the next year. Breakeven Date Change • Aug 22
Forecast to breakeven in 2025 The 26 analysts covering Kingdee International Software Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥265.0m in 2025. Average annual earnings growth of 41% is required to achieve expected profit on schedule. Reported Earnings • Aug 18
First half 2023 earnings released: CN¥0.082 loss per share (vs CN¥0.10 loss in 1H 2022) First half 2023 results: CN¥0.082 loss per share (improved from CN¥0.10 loss in 1H 2022). Revenue: CN¥2.57b (up 17% from 1H 2022). Net loss: CN¥283.5m (loss narrowed 21% from 1H 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Tillkännagivande • Aug 05
Kingdee International Software Group Company Limited to Report Q2, 2023 Results on Aug 17, 2023 Kingdee International Software Group Company Limited announced that they will report Q2, 2023 results After-Market on Aug 17, 2023 Breakeven Date Change • Jul 24
Forecast to breakeven in 2025 The 24 analysts covering Kingdee International Software Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥242.4m in 2025. Average annual earnings growth of 50% is required to achieve expected profit on schedule. Reported Earnings • Mar 16
Full year 2022 earnings released: CN¥0.11 loss per share (vs CN¥0.092 loss in FY 2021) Full year 2022 results: CN¥0.11 loss per share (further deteriorated from CN¥0.092 loss in FY 2021). Revenue: CN¥4.87b (up 17% from FY 2021). Net loss: CN¥389.2m (loss widened 29% from FY 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Software industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance. 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 Non-Executive Director Katherine Rong was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 19
First half 2022 earnings released: EPS: CN¥0 (vs CN¥0.073 loss in 1H 2021) First half 2022 results: EPS: CN¥0. Revenue: CN¥2.20b (up 17% from 1H 2021). Net loss: CN¥356.4m (loss widened 44% from 1H 2021). Over the next year, revenue is forecast to grow 28%, compared to a 28% growth forecast for the Software industry in Hong Kong. Buying Opportunity • Jun 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be HK$19.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 78% in the next 2 years. Buying Opportunity • May 11
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 27%. The fair value is estimated to be HK$18.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 57% in 2 years. Earnings is forecast to grow by 88% in the next 2 years. Board Change • Apr 27
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 Non-Executive Director Katherine Xin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 15
Full year 2021 earnings released: CN¥0.092 loss per share (vs CN¥0.10 loss in FY 2020) Full year 2021 results: CN¥0.092 loss per share (up from CN¥0.10 loss in FY 2020). Revenue: CN¥4.17b (up 24% from FY 2020). Net loss: CN¥302.3m (loss narrowed 9.9% from FY 2020). Over the next year, revenue is forecast to grow 25%, compared to a 30% growth forecast for the industry in Hong Kong. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 124 percentage points per year, which is a significant difference in performance. Buying Opportunity • Apr 08
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 28%. The fair value is estimated to be HK$20.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 58% in 2 years. Earnings is forecast to grow by 84% in the next 2 years. Board Change • Mar 22
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. as Independent Non-Executive Director Katherine Xin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Buying Opportunity • Mar 01
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be CN¥24.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. The company became loss making over the last year. Buying Opportunity • Jan 28
Now 24% undervalued after recent price drop Over the last 90 days, the stock is down 19%. The fair value is estimated to be CN¥27.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. The company became loss making over the last year. Recent Insider Transactions • Oct 01
CFO, Senior VP & Executive Director recently sold HK$10m worth of stock On the 28th of September, Bo Lin sold around 400k shares on-market at roughly HK$25.80 per share. This was the largest sale by an insider in the last 3 months. Bo has been a seller over the last 12 months, reducing personal holdings by HK$18m. Reported Earnings • Aug 22
First half 2021 earnings released: CN¥0.073 loss per share (vs CN¥0.069 loss in 1H 2020) The company reported a solid first half result with improved revenues and control over costs, although losses increased. First half 2021 results: Revenue: CN¥1.87b (up 35% from 1H 2020). Net loss: CN¥248.1m (loss widened 11% from 1H 2020). Reported Earnings • Apr 24
Full year 2020 earnings released: CN¥0.10 loss per share (vs CN¥0.12 profit in FY 2019) The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2020 results: Revenue: CN¥3.36b (flat on FY 2019). Net loss: CN¥335.5m (down 190% from profit in FY 2019). Reported Earnings • Mar 25
Full year 2020 earnings released The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2020 results: Revenue: CN¥3.36b (flat on FY 2019). Net loss: CN¥335.5m (down 190% from profit in FY 2019). Is New 90 Day High Low • Mar 09
New 90-day low: HK$24.95 The company is down 4.0% from its price of HK$25.95 on 09 December 2020. The Hong Kong 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 up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$15.23 per share. Is New 90 Day High Low • Feb 09
New 90-day high: HK$35.80 The company is up 61% from its price of HK$22.30 on 11 November 2020. The Hong Kong market is up 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Software industry, which is up 64% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$17.25 per share. Is New 90 Day High Low • Jan 18
New 90-day high: HK$31.90 The company is up 46% from its price of HK$21.85 on 21 October 2020. The Hong Kong market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Software industry, which is up 49% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$14.32 per share. Is New 90 Day High Low • Dec 17
New 90-day high: HK$28.20 The company is up 42% from its price of HK$19.86 on 18 September 2020. The Hong Kong market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$8.68 per share. Is New 90 Day High Low • Nov 05
New 90-day high: HK$24.00 The company is up 7.0% from its price of HK$22.50 on 07 August 2020. The Hong Kong market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$10.65 per share. Is New 90 Day High Low • Oct 10
New 90-day high: HK$23.15 The company is up 20% from its price of HK$19.30 on 10 July 2020. The Hong Kong market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is HK$9.69 per share. Recent Insider Transactions • Oct 10
CFO, Senior VP & Executive Director recently sold HK$2.6m worth of stock On the 7th of October, Bo Lin sold around 120k shares on-market at roughly HK$21.80 per share. This was the largest sale by an insider in the last 3 months. Bo has been a seller over the last 12 months, reducing personal holdings by HK$15m. 
