AsiaInfo Technologies Limited (1675) AI Stock Analysis

• Market Cap: €8.36B
• Dividend Yield: 3.29%
• Average Volume (3M): 7.57M
• Price to Earnings (P/E): 19.2
• Beta (1Y): 1.24
• Revenue Growth: -17.90%
• EPS Growth: 56.67%
• Country: HK
• Employees: 12,868
• Sector: Technology
• Sector Strength: 88
• Industry: Software - Application
• EPS (TTM): -0.24
• Shares Outstanding: 939,721,900
• 10 Day Avg. Volume: 3,416,780
• 30 Day Avg. Volume: 7,570,284
• PEG Ratio: 1.89
• Price to Book (P/B): 0.81
• Price to Sales (P/S): 0.82
• P/FCF Ratio: -26.56
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: €13.89
• Price Target Upside: 81.10% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 61 Neutral
• Price Target: HK$9.50 ▲(23.86% Upside)

The overall stock score of 61 reflects a company with solid financial foundations but facing significant challenges in cash flow and technical performance. The bearish technical indicators and moderate valuation suggest caution. The absence of recent earnings call insights or notable corporate events leaves the financial and technical analysis as the primary factors influencing the score.

Positive Factors

Strong Partnerships

Partnerships with major telecom operators ensure a steady flow of contracts and service agreements, enhancing market presence and revenue stability.

Operational Efficiency

A strong Gross Profit Margin indicates effective cost management and operational efficiency, which supports long-term profitability.

Financial Stability

A strong equity ratio and low debt-to-equity ratio reflect financial stability, providing resilience against economic fluctuations.

Negative Factors

Revenue Decline

A decline in revenue growth can impact the company's ability to invest in new projects and maintain competitive positioning.

Cash Flow Challenges

Negative operating cash flow raises concerns about liquidity and the company's ability to fund operations without external financing.

Profitability Issues

A zero EBIT margin indicates challenges in profitability management, which could hinder the company's ability to generate sustainable earnings.

AsiaInfo Technologies Limited Business Overview & Revenue Model

Company Description

Asiainfo Technologies Limited, an investment holding company, offers telecom software products and related services for the telecom, postal, transportation, government affairs, finance, and energy industries in the People's Republic of China. Its software product portfolio includes AISWare billing, bigdata, customer relationship management, AiDO, intelligent operation, Internet of Things, artificial intelligence platform, AsiaInfo infrastructure foundations, 5G network intelligence, RPA, and AIOps. The company also offers deployment services, including demand analysis, project design and planning, software development and sourcing, system installation and launch, and trial operation and acceptance services; and operation and maintenance services. In addition, it provides data-driven operation, business consulting, system integration, and corporate training services; and network security related software products and services, as well as procures and sells third-party hardware and software. The company was founded in 1993 and is headquartered in Beijing, the People's Republic of China.

How the Company Makes Money

AsiaInfo Technologies generates revenue through multiple streams, primarily by providing software solutions and IT services to telecommunications companies and enterprises. The company's revenue model is based on the sale of software licenses, subscription fees for ongoing services, and project-based contracts for system integration and consulting services. Key revenue streams include the implementation of billing systems and CRM solutions, which are essential for telecom operators managing vast customer bases. Additionally, AsiaInfo has established significant partnerships with major telecom operators, which not only boosts its market presence but also ensures a steady flow of contracts and service agreements, contributing to its overall earnings.

AsiaInfo Technologies Limited Financial Statement Overview

Summary

AsiaInfo Technologies Limited shows a solid foundation with good equity and margin management. While the income statement and balance sheet highlight positive aspects, the recent challenges in cash flow generation signal areas needing attention. Continuous monitoring of revenue and cash flow trends will be crucial to sustaining financial health.

Income Statement

The company has shown a steady revenue increase over the years, with a recent decline in the latest year. The Gross Profit Margin remains strong, indicating operational efficiency. However, the EBIT margin is currently zero, signaling potential challenges in profitability management.

Balance Sheet

The balance sheet reflects a robust equity position with a strong equity ratio, indicative of financial stability. The debt-to-equity ratio is low, demonstrating prudent leverage management. However, the decline in total assets needs monitoring.

Cash Flow

The cash flow statement reveals a drop in free cash flow, with negative operating cash flow in the latest period, raising concerns about cash generation. The company's free cash flow to net income ratio has turned negative, which could affect liquidity in the short term.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	6.25B	6.65B	7.89B	7.74B	6.89B	6.02B
Gross Profit	2.53B	2.48B	2.98B	2.94B	2.65B	2.30B
EBITDA	477.55M	736.03M	883.12M	890.64M	806.24M	671.07M
Net Income	406.15M	544.92M	533.01M	831.85M	785.73M	662.10M
Balance Sheet
Total Assets	9.31B	10.50B	11.28B	10.43B	9.51B	8.87B
Cash, Cash Equivalents and Short-Term Investments	770.85M	1.83B	3.22B	2.89B	3.06B	2.93B
Total Debt	144.56M	158.67M	201.99M	202.62M	137.86M	300.88M
Total Liabilities	3.15B	3.86B	4.68B	3.63B	3.35B	3.32B
Stockholders Equity	6.20B	6.68B	6.62B	6.80B	6.15B	5.56B
Cash Flow
Free Cash Flow	134.38M	-204.03M	483.62M	500.05M	644.95M	667.53M
Operating Cash Flow	221.04M	-103.55M	581.50M	549.17M	681.32M	710.42M
Investing Cash Flow	-4.62M	315.78M	450.97M	-590.24M	518.69M	-1.01B
Financing Cash Flow	-928.98M	-1.21B	-353.67M	-370.35M	-549.81M	198.54M

AsiaInfo Technologies Limited Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 7.67
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1675, the sentiment is Negative. The current price of 7.67 is below the 20-day moving average (MA) of 7.94, below the 50-day MA of 8.59, and below the 200-day MA of 9.43, indicating a bearish trend. The MACD of -0.27 indicates Negative momentum. The RSI at 36.23 is Neutral, neither overbought nor oversold. The STOCH value of 11.78 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:1675.

AsiaInfo Technologies Limited Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
1588	64 Neutral	HK$2.70B	32.06	8.51%	―	12.46%	―
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
1675	61 Neutral	€8.36B	19.19	6.90%	3.29%	-17.90%	56.67%
1782	48 Neutral	HK$3.01B	-39.47	-37.61%	―	-16.86%	-7.51%
0909	43 Neutral	HK$6.17B	-92.46	-1.31%	3.24%	-17.48%	83.80%
0020	41 Neutral	HK$82.76B	-21.21	-14.61%	―	17.96%	46.64%

AsiaInfo Technologies Limited Corporate Events

AsiaInfo Technologies Gains Shareholder Approval for Key Software Agreement

AsiaInfo Technologies Limited announced that during its extraordinary general meeting held on December 5, 2025, shareholders approved a resolution concerning a software products and services framework agreement. The resolution was passed with 100% of the votes in favor, indicating strong shareholder support. This approval is significant for the company’s operational strategy and could enhance its market position by solidifying its service offerings.

AsiaInfo Technologies to Hold EGM for Key Agreement Approval with China Mobile

AsiaInfo Technologies Limited has announced an extraordinary general meeting (EGM) scheduled for December 5, 2025, in Beijing. The meeting aims to approve a Software Products and Services Framework Agreement with China Mobile Communication Co., Ltd., which outlines continuing connected transactions from January 2026 to December 2028. This agreement is expected to strengthen AsiaInfo’s market position by expanding its collaboration with a major telecommunications player, potentially impacting stakeholders positively by enhancing the company’s service offerings and operational scope.

AsiaInfo Renews Key Agreements with China Mobile Group

AsiaInfo Technologies Limited has announced the renewal of its continuing connected transactions (CCT) agreements with the China Mobile Group, extending their collaboration until December 2028. This renewal involves the provision of software products and services, workspace leasing, and information and telecommunications technology services. The agreements are subject to various reporting and approval requirements under Hong Kong’s Listing Rules, with an Extraordinary General Meeting (EGM) planned for Independent Shareholders to approve the Software Products and Services Framework Agreement.

AsiaInfo Technologies Reports Improved Financial Performance and Strategic Growth in AI and 5G

AsiaInfo Technologies Limited reported a revenue of approximately RMB3,968 million and a net loss of RMB177 million for the first nine months of 2025, with significant improvement in revenue decline and a narrowed net loss compared to the first half of the year. The company is optimistic about achieving better results in the fourth quarter, driven by its focus on AI applications, 5G networks, and digital intelligence operations. AsiaInfo has expanded its AI large model application business, achieving a 26-fold year-on-year revenue increase and strengthening partnerships with major tech companies like Alibaba Cloud and NVIDIA. The company aims to continue its steady development strategy, consolidating its telecommunications foundation while accelerating growth in its core business areas.

AsiaInfo Technologies Partners with Alibaba Cloud to Boost AI Capabilities

AsiaInfo Technologies Limited has entered into a cooperation agreement with Alibaba Cloud, becoming a cloud computing project delivery capability centre for Alibaba Cloud. This partnership aims to enhance AsiaInfo’s AI-native enterprise transformation and optimize traditional application development paradigms, thereby strengthening its core competitiveness in cloud computing delivery. The collaboration will focus on joint research and development in AI applications, facilitating the implementation of ‘AI+’ across multiple sectors. This agreement is expected to open new business areas and growth opportunities for AsiaInfo Technologies, benefiting the company and its shareholders.