Glodon Software

SZSE

Glodon Software and Mingyuan Cloud sign strategic cooperation to digitally reshape the ecological chain of the construction industry

Glodon Softwar appeared at the China International Big Data Conference and won the "Big Data Industry Outstanding Innovation Solution Award"

Glodon Softwar Signed a cooperation agreement with Shanghai Baoye Group to jointly build a project management and control information platform

Malaysian Ambassador visits Glodon Softwar for in-depth exchanges on corporate cooperation

2019 World 5G Conference held in Beijing, Glodon Softwar's 5G application results were unveiled at the closing ceremony

Glodon Softwar Fighting the "epidemic": multiple measures to help win the battle against epidemic

At noon on January 26, Glodon Softwar received urgent help from Wuhan Vulcan Mountain Project Department. The construction of Vulcan Mountain Hospital urgently needs rainwater pumps, fans, epidemic prevention doors and other building materials. Quickly searched for suppliers through the massive resource library of its own platform, and immediately received a response. It took only 2 hours to find the building materials that were urgently needed by the project. For this reason, the Vulcan Mountain Project Department gave high recognition.

Glodon Softwar：2019 is a key year for the "cloudification" of digital cost business, grabbing the smart construction market

The revenue of the digital costing business under the license model mainly comes from new purchases and upgrades. After the transfer to the cloud, in the SaaS model, the revenue mainly comes from annual fees paid by existing users and some value-added service fees.

Glodon Softwar：Three "80%" of the cost cloud transformation

The company is in the process of transformation. In the regions that have already been transformed, the user renewal rates in the second year are all above 85%, and some regions with outstanding performance will have higher renewal rates. The overall operation after the transformation is relatively smooth.

广联达（002410.SZ）：Amendments to the non-public offering plan to build core competitiveness

It is estimated that the company's net profit will achieve CNY 520 million and RMB 820 million in 2020-2021. According to the segment valuation method, we estimate that the company's valuation in 2021-2022 corresponded to CNY 56.9 billion and 71 billion respectively, and has long-term investment value.

广联达（002410.SZ）：Overlapping new and old infrastructure, speeding up construction business

预计 2019~2021 年净利润为 2.3、3.8 和 5.3 亿，EPS 为 0.20、0.34 和 0.47 元。因 SaaS 转型提速，表观收入和净利润更大比例转化为预收，叠加费用率有所上涨，将 2020-2021 年表观 EPS 下修 39-53%。整体 PS 为 13X、 11X 和 9X