UBKINGD@EC2609A

Kingdee International repurchased 1 million shares for HKD 8.3 million

SaaS Vendors Actively Respond to AI Impact

Kingdee International repurchased 1 million shares

GF Securities Maintains Buy Rating on Kingdee International

Kingdee International sees growth in AI product contract amounts and subscription service revenue

Kingdee International repurchased 2 million shares for HKD 17 million

Kingdee International Submits Subsequent Day Disclosure to HKEX for 2 Million Share Repurchase on March 30, 2026

Kingdee International Software Group to Repurchase 3 Million Shares

Kingdee International repurchased 1 million shares for HKD 9 million

Kingdee International Reports Strong Performance, Cloud Transformation Shows Early Results

JPMorgan Increases Long Position in Kingdee International

Kingdee International Software Group repurchased shares

Jefferies Forecasts Kinetic International's 2025 Earnings Growth

ICBC Upgrades Kingdee International Software Rating to Buy

Morgan Stanley Cuts KDDI Target Price to 11.5 HKD

Citi Report: Kingdee International Sees Robust 2026 Guidance, Aims for 14 Billion Revenue by 2030

Kingdee International Aims to Continue Share Repurchase in 2026

Kingdee CFO Lin Bo Outlines Financial Guidance and AI Stance

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China's AI model companies are not expected to dominate the domestic software market due to their lack of industry expertise, according to HSBC analyst Yiran Liu. The less developed SaaS market in China is likely to benefit from collaboration between AI model firms and legacy software companies. Despite a downturn in stock prices for major software firms, legacy companies like Kingdee are integrating AI and experiencing significant growth. AI start-ups also rely on traditional software firms for industry penetration, highlighting the importance of collaboration in the evolving market.

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Chinese software firms defy ‘SaaSpocalypse’ with strategic AI partnerships

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Hong Kong's AI application sector saw significant stock price increases, with DeepTechleading at over 21%, followed by MyForthat more than 13%. Pony.ai-Wrose over 10%, while Kingdee Internationaland Baiduboth gained 6.8%.

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AI TRENDS | Hong Kong AI Application Stocks Surge

In a report released yesterday, from GF Securities maintained a Buy rating on Kingdee International Software Group Co, with a price target of HK$17.94. The company’s shares closed last Monday at HK$8.56.Claim 30% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Kingdee International Software Group Co is a Moderate Buy with an average price target of HK$14.10.

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GF Securities Reaffirms Their Buy Rating on Kingdee International Software Group Co (KGDEF)

KINGDEE INT'L's stock price rose 6.62% today, closing at HKD 8.53. The company's first-quarter operating data shows that the annual recurring revenue (ARR) from subscription services is approximately RMB 4.22 billion, a year-on-year increase of 19%. UBS and Morgan Stanley both have a positive outlook on KINGDEE INT'L's earnings prospects, with UBS setting a target price of HKD 10.7 and Morgan Stanley setting a target price of HKD 11.5

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KINGDEE INT'L rose 6.6% in half a day, UBS pointed out that the profit margin outlook is positive, Morgan Stanley: first quarter operations are on track

Kingdee International Software Group Co., Ltd. (OTCMKTS:KGDEY) experienced a significant drop in short interest, decreasing by 77.5% in March, with only 34 shares sold short as of March 31. The days-to-cover ratio is 0.4 days based on an average daily trading volume of 88 shares. The stock is currently down 5.5%, trading at $105.72, with a 1-year low of $101.50 and a high of $247.26. Kingdee specializes in enterprise management software and cloud services for SMEs and large organizations.

Market Beat

Short Interest in Kingdee International Software Group Co., Ltd. Unsponsored ADR (OTCMKTS:KGDEY) Drops By 77.5%

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160 HEALTH(02656) fell 21.6%, with a trading turnover 119.2 Million HKD, and a year-to-date fell 3.6%. WELLCELL HOLD(02477) fell 11.27%, with a trading turnover 258.6 Million HKD, and a year-to-date rose 36.3%. GREEN TEA GROUP(06831) fell 10.71%, with a trading turnover 535.5 Million HKD, and a year-to-date rose 19.6%.

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On April 9, Hong Kong's Hang Seng Index retreated after a previous surge, opening over 100 points lower and briefly falling to 25,653.63 points before closing down 0.35% at 25,803.12 points. The Hang Seng Tech Index also fell by 1.26%. Market turnover reached HKD 126.652 billion, with optical communication and computing infrastructure stocks gaining, while most technology stocks corrected. Notable individual stock movements included Yangtze Optical Fibre rising 3.2% and Kingdee International falling 5.49%.

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STOCKS | Hong Kong's Hang Seng Index Retreats After Previous Surge

Kingdee International Software Group (OTCMKTS:KGDEY) reached a new 52-week low of $101.50 during trading, down from a previous close of $107.37. The stock's 50-day and 200-day moving averages are $132.59 and $168.59, respectively. Despite a Strong Buy rating from analysts, Kingdee is not among the top recommended stocks, with five other stocks suggested as better investment options.

Kingdee International Software Group (OTCMKTS:KGDEY) Hits New 12-Month Low  - Should You Sell?

Kingdee International Software Group (OTCMKTS:KGDEY) saw its stock price decline by 6.6% on Thursday, trading at $106.52. This drop marks a significant decrease in trading volume, with only 3 shares exchanged compared to an average of 103. The company's fifty-day moving average is $137.16, while the 200-day moving average stands at $170.89. Despite a Strong Buy rating from analysts, Kingdee is not among the top recommended stocks at this time.

Kingdee International Software Group (OTCMKTS:KGDEY) Trading Down 6.6%  - Time to Sell?

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UBS lowered the target price for KINGDEE INT'L to 10.7 yuan, believing that although the company's performance last year met expectations and this year's performance guidance is expected to be achieved, the current valuation already reflects financial improvements, and there is uncertainty regarding future profit margins and revenue growth. Investors' interest in the long-term growth narrative has weakened, focusing on whether artificial intelligence can provide concrete evidence of short-term revenue and cash flow

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"Big Banks" UBS: Investors are unwilling to "foot the bill" for the long-term growth narrative of software stocks, lowering the target price for KINGDEE to 10.7 yuan

CICC has reaffirmed a Buy rating on Kingdee International Software Group Co (KGDEF) with a price target of HK$13.50, while the shares closed at HK$9.60. The analyst consensus is a Strong Buy with an average target of HK$15.12, indicating a potential upside of 57.52%. Additionally, DBS also maintains a Buy rating with a price target of HK$14.30.

CICC Reaffirms Their Buy Rating on Kingdee International Software Group Co (KGDEF)

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Credit Suisse has lowered the target price for KINGDEE INT'L to HKD 18.85, reaffirming it as the top choice among Chinese software stocks. It is expected that revenue and net profit will grow by 13% and 152% respectively in the second half of 2025. SaaS revenue accounts for 51% of total revenue, and management aims for AI Suite revenue to exceed RMB 1 billion. Despite a 26% decline in stock price since the beginning of the year, Credit Suisse believes that KINGDEE INT'L will benefit from AI rather than being replaced, due to its expertise and data accumulation in the ERP field

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Credit Suisse lowers the target price for KINGDEE INT'L to 18.85 yuan, expects to benefit from AI, reiterates it as the top choice among Chinese software stocks

CMB International has lowered the target price for KINGDEE INT'L from RMB 19.2 to RMB 15.1, with a rating of "Buy." KINGDEE expects revenue of RMB 7 billion in 2025, a year-on-year growth of 12%, but net profit is below market expectations. Despite the competitive pressure facing the software industry in the short term, CMB International believes that KINGDEE will still be a core beneficiary in the era of AI applications, and expects the recovery of the macro environment to drive its revenue growth rate to rebound

CITIC International lowered the target price for KINGDEE INT'L to 15.1 yuan, making it a core beneficiary in the era of AI applications

Morgan Stanley has lowered the target price for KINGDEE INT'L to 11.5 yuan, with a rating of "in line with the market." The report points out that KINGDEE has performed excellently in its transformation towards artificial intelligence, and the management is confident about future development, expecting double-digit revenue growth this year, with subscription revenue increasing by over 20%. Although revenue forecasts have been raised, operating profit forecasts have been lowered

Morgan Stanley lowered the target price for KINGDEE INT'L to 11.5 yuan, rating it "in line with the market."

Citi has lowered the target price for KINGDEE INT'L to RMB 13.7, maintaining a "Buy" rating. The report indicates that KINGDEE's 2026 performance guidance is robust, with expected double-digit revenue growth, AI revenue reaching RMB 1 billion, subscription revenue growing by 20%, and an adjusted net profit margin of approximately 7%. The company has set a revenue target of RMB 14 billion for 2030, with a compound annual growth rate of 15% over the next five years. The release of the new artificial intelligence suite may become the next catalyst

Citi lowers the target price of KINGDEE INT'L to 13.7 yuan, maintaining a "Buy" rating

$KINGDEE INT'L(00268.HK)Finally managed to luckily dig out an AI beneficiary stock, but ended up selling at the lowest point due to self-doubt.

UBKINGD@EC2609A(28667.HK)

Chinese software firms defy ‘SaaSpocalypse’ with strategic AI partnerships

AI TRENDS | Hong Kong AI Application Stocks Surge

GF Securities Reaffirms Their Buy Rating on Kingdee International Software Group Co (KGDEF)

KINGDEE INT'L rose 6.6% in half a day, UBS pointed out that the profit margin outlook is positive, Morgan Stanley: first quarter operations are on track

Short Interest in Kingdee International Software Group Co., Ltd. Unsponsored ADR (OTCMKTS:KGDEY) Drops By 77.5%