Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688588.SS
HOLDREMOVELinkage Software Co., LTD · Technology · China · $603M · Avg Vol: $6M/d
Generic software provider lacking a global moat or connection to our key macro themes.
COMPANY DESCRIPTION
Linkage Software Co., LTD provides offshore software development, IT outsourcing, and digital transformation services, with a primary focus on the Japanese enterprise market. The company specializes in financial systems, automotive software, and enterprise resource planning (ERP) solutions. Its competitive advantage lies in its highly trained, bilingual engineering workforce, strict quality control standards that meet Japanese market requirements, and long-standing relationships with blue-chip Japanese clients.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 97M | 103M | 165M | 156M | 17.2% |
| EPS | 0.05 | 0.03 | 0.05 | 0.04 | -8.2% |
| Shares | 400M | 400M | 400M | 400M | 0.0% |
| Debt | 1M | 32M | 50M | 50M | 242.5% |
| Equity | 198M | 178M | 185M | 182M | -2.9% |
| Op CF | 21M | 18M | 30M | 20M | -0.7% |
| Inv CF | 25,267 | 21M | -22M | -9M | — |
| Fin CF | -13M | -2M | 2M | -21M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688588.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688588.SS | Linkage Software Co., LTD(you) | $603M | 35 | HOLD |
| 688489.SS | Sansec Technology Co., Ltd. | $636M | 26 | SELL |
| 002777.SZ | Sichuan Jiuyuan Yinhai Software.Co.,Ltd | $854M | 30 | SELL |
| 2687.HK | Shanghai Able Digital Science&Tech Co., Ltd. | $1.0B | 37 | HOLD |
| 0909.HK | Ming Yuan Cloud Group Holdings Limited | $434M | 27 | SELL |
| 603528.SS | DuoLun Technology Corporation Ltd. | $734M | 23 | SELL |
| 688168.SS | BeijingABT Networks Co.,Ltd. | $949M | 27 | SELL |
| 002279.SZ | Beijing Join-Cheer Software Co., Ltd. | $847M | 24 | SELL |
| 300525.SZ | Fujian Boss Software Corp. | $970M | 26 | SELL |
| 6687.HK | JST Group Corporation Limited | $898M | 25 | SELL |
Peer medians: ROE 3.9% · P/E 77.2x · Gross margin 25.9%