Jefferies: KINGDEE INT'L (00268) H2 Revenue and Net Profit Met Expectations; Profits Set to Climb from This Year

Stock News01-22

Jefferies released a research report stating that KINGDEE INT'L's preliminary results show a 12.5% revenue growth for the second half of the year, aligning with the firm's and market expectations. Net profit for the latter half surged by 135%, also consistent with Jefferies' forecast. Following the achievement of breakeven in the 2025 fiscal year, the firm anticipates KINGDEE's profits will embark on a robust growth trajectory starting in 2026 and beyond, projecting a three-year net profit compound annual growth rate of 70%. Jefferies maintains its "Buy" rating on the stock with a target price of HK$22.54. The report highlighted that KINGDEE continues to gain market share compared to its main competitor, Yonyou Network. With the company having reached net profit breakeven, profits are expected to improve significantly from the 2026 fiscal year onwards, driven by rapidly growing SaaS revenue, gross margin expansion, and scale effects in research and development and sales. Furthermore, the firm believes KINGDEE is unlikely to face disruptive impacts from AI technology, citing its ERP systems' deep integration with customer business processes, access to core data, and the company's proactive development of its own AI products.

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Following the achievement of breakeven in the 2025 fiscal year, the firm anticipates KINGDEE's profits will embark on a robust growth trajectory starting in 2026 and beyond, projecting a three-year net profit compound annual growth rate of 70%. Jefferies maintains its \"Buy\" rating on the stock with a target price of HK$22.54. The report highlighted that KINGDEE continues to gain market share compared to its main competitor, Yonyou Network. With the company having reached net profit breakeven, profits are expected to improve significantly from the 2026 fiscal year onwards, driven by rapidly growing SaaS revenue, gross margin expansion, and scale effects in research and development and sales. 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Furthermore, the firm believes KINGDEE is unlikely to face disruptive impacts from AI technology, citing its ERP systems' deep integration with customer business processes, access to core data, and the company's proactive development of its own AI products.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1589","symbol_name":"北水核心资产","start_time":0,"source_url":"","article_id":"1110092656","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1110092656","pubTimestamp":1769074967,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Jefferies released a research report stating that KINGDEE INT'L's preliminary results show a 12.5% revenue growth for the second half of the year, aligning with the firm's and market expectations....","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1589":"北水核心资产","BK1518":"SaaS概念","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK1109":"应用软件","00268":"金蝶国际","BK1618":"Manus概念股","BK1526":"科网股","BK1517":"云办公","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0051755006.USD":"摩根大通中国A (dist)","BK1613":"DeepSeek概念股","BK1586":"云计算","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK1607":"新IT概念"},"translate_title":"富瑞：金蝶国际(00268)H2营收及纯利符合预期；利润将从今年开始攀升","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00268":1},"content_text":"Jefferies released a research report stating that KINGDEE INT'L's preliminary results show a 12.5% revenue growth for the second half of the year, aligning with the firm's and market expectations. 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