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极光高管访谈系列: CFO 对集团股价表现的分享

Aurora Mobile Executive Interview Series: CFO on Group Stock Price Performance Share

Gelonghui Finance ·  Sep 24 16:09

Recently, Aurora Mobile's Chief Financial Officer, Mr. Huang Shangneng, was interviewed by an overseas financial magazine. The following is a summary of the online interview between the reporter and Mr. Huang. The interview was conducted in English, and the following content is based on the translated record of the conversation into Chinese.

Interviewer: We have noticed that from the beginning of this year until September 16th, the company's stock price performance has been very impressive. Specifically, the stock price has risen by over 59% during this period. In comparison, major market indices (including the Nasdaq Composite Index, Nasdaq 100 Index, S&P 500 Index, NYSE Composite Index, Hang Seng China Enterprises Index, Russell 1000 Index, and Nasdaq Golden Dragon Index) have not increased by more than 20% during the same period. This is undoubtedly a remarkable performance. My question is, what key measures has the company taken to drive the excellent performance in the stock market?

Mr. Huang: Yes, so far, the company's stock price performance has been outstanding. We are very satisfied and believe that this excellent performance also brings great satisfaction to our employees, shareholders, and investors.

When other major indices or peers are not performing well, this is no easy task. In fact, just last week, one of our shareholders informed us that the increase in the major indices I mentioned earlier this year has not exceeded 20%. In contrast, our stock price has more than doubled, which he is very pleased with.

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A Review of the Performance of several key market indices from the beginning of 2024 to September 16th

Taking a further look into the SaaS sector, our performance is even more impressive when compared to peers. Among the listed companies in the SaaS sector, there are two H-share companies, one A-share company, and one Nasdaq-listed company, all of whose stock prices have declined since the beginning of the year. Looking at the period from January 2nd to September 16th, it is evident that our investors have significantly gained value from holding our stocks.

Furthermore, looking beyond the surface stock price performance, we can see some clues from financial data (quarterly or semi-annual reports released by listed companies). Basically, most SaaS peers have not achieved quarter-on-quarter growth in revenue in all four quarters of the previous year like Aurora Mobile did, stepping into this year by not only maintaining stable performance and revenue in Q1 but also shining in Q2 with growth on both quarter-on-quarter and year-on-year basis. Some peers during the same period have even experienced consecutive declines.

Interviewer: It seems that the stock price performance reflects the company's consistent and robust performance in each quarter this year. Can you elaborate on that?

Mr. Huang: Indeed, I remember a very interesting and apt quote from the stock god, Buffett, at the 1994 shareholders' meeting. He said, "It's only when the tide goes out that you learn who's been swimming naked." Personally, I believe that in the past 12 months, the highlights of the financial reports and the sustainability and revenue growth trends of our five listed SaaS companies are clearly reflected in the stock prices. Investors have keen eyes and a good understanding of finance, actively tracking, monitoring, and analyzing our quarterly financial performance. Based on the company's consistent delivery of good results and performance, I believe we have earned their trust and confidence. We sincerely do not wish for the stock price to surge dramatically in one or two days due to some rumor; rather, we prefer the price increase to truly reflect the company's solid business execution and financial performance. This is crucial as it sets a solid foundation for investors' confidence in our Aurora Mobile's future and value investment.

Here, I would also like to clarify. The stock price has indeed performed well from the beginning of the year until now. We will continue to make every effort, focusing on refining and strengthening our business operations, and consistently delivering good quarterly reports. Only in this way can we truly and effectively repay our employees, investors, and shareholders, which is the best and only way.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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