Earnings Sentiment

Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.

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Sentiment Distribution

   

Earnings Call Transcript Word Cloud

     

Bullish Statements during Earnings call

Statement
In fiscal year 2023, our institutional business in the financial institution market achieved a breakthrough
We believe that through our comprehensive service offering, our capability in serving high-net worth clients will continue to improve, creating greater value for clients and achieving a more stable and sustainable development
Based on the long-term positive outlook for China's economic development and the government's favorable policies towards the capital market, we believe that there will be sustainable benefits for this wealth management industry in the future
On the other hand, we will continue to upgrade the offering of privately raised product and replace the old products with the new exceptional and distinctive fund products, enriching our equity investment strategies and enhancing the generation of excess returns for our clients
This includes connecting with multiple banks through direct channels, thus maximizing efforts to reduce the payment fees and enhance the user experience
We believe that this product will meet the urgent needs of investors and can serve as an effective to maintain and expand our client base
We have integrated our IT infrastructure to connect with other trust company systems and their information network, achieving information for digitalization and improving trust process efficiency
Lastly, the overall optimize and improve our family office business internal system to better support the development of our family office business
Despite recent challenges, there are also factors such as favorable policies that provide us with right long-term perspective
And for our Puyi Fund app, we will serve its digitalization and intelligence construction enhance online operational capabilities include the asset allocation and recommendation system and increase user stickiness and activities, driving fund transaction value and daily outstanding balance to grow
On the other hand, we have enriched our fund product lineup and implemented precise marketing strategies
We are pleased to see that after carrying out these initiatives, we have gained trust and praise of our clients
On the one hand, by accompanying investors' food uncertainties, we aim to strengthen long-term relationships with them
Then in August, multiple positive news were released, including the announcement by the Ministry of Finance to half the stamp duty, the announcement by China Securities Regulatory Commission to slow down the pace of IPOs in China and control the reduction of shareholdings for large shareholders and encourage margin financing
We successfully upgraded its intelligent investment advisory system through digitalization and artificial intelligence, integrating companionship and adviser service to the client’s entire investment life cycle
In the fiscal year 2023, we were able to reduce our operating cost by 34% compared to the previous year, and our operating loss also reduced by 28% as well
Against this backdrop, our management team has adhered to the principle of good management in the fiscal year 2023
We have also optimized and integrate the functionality of the institutional transaction platform, further enhancing our service levels
Second, to strengthen the mindset of serving large institutional clients and actively expand institutional business
For example, in July 2023, the 2023 July Politic Bureau Meeting and the State Council Executive meeting made consecutive payments to increase the capital market and boost investor confidence
For the Puyi Fund app, we further improved it as a full scope online transaction processing service platform
These strategies can capture profit opportunity for clients in volatile market conditions
In the future, we will strengthen the life set of serving large institutional clients, establish deep partnership with key institutional clients and then assign dedicated teams for institutional client’s maintenance
Through the new products bringing new investment strategy, these two differentiated and customized products meet the needs of clients and stabilize the balance of public related fund products
Fifth, we deeply optimize our organization and expense management, achieving a significant cost reduction
We believe that the upgrade and construction of the institutional transaction platform will soon bring returns to the growth of the public raise fund business
We will lead all our partners to respect risk via no challenges work together with Unity and determination operating compliance and deliver high-quality service
We believe that public raised fund product portfolios will become the preferred financial products for clients seeking stable returns
We deeply understood the importance of enhancing our own investment research capabilities and providing more from products to meet the diverse needs of investors
And regarding private related fund products, we have further enhanced the diversity of our private fund strategies, particularly by timely launching convertible bonds and commodity future strategies based on market demand
       

Bearish Statements during earnings call

Statement
The capital market has shown a volatile trend, resulting in a lack of investor confidence and relatedly risk overall investment sentiment
In the fiscal year 2023, the decrease was primarily due to, first, the investors' negative sentiment for privately raised fund products and other high-risk products and investors' willingness to redeem funds has increased due to market volatility
Since January 2023, China has entered a post-academic era, but the expected economic range rise did not come as expected, followed by a poor economic and capital market performance, which has affect investor confidence
Second, for our asset management service, net revenue generated from asset management service in the fiscal year 2023 was RMB2 million, $0.3 million, representing a 66.3% year-on-year decrease from RMB5.9 million in the fiscal year 2022
Net revenues generated from our wealth management service decreased year-on-year by 44.6% from RMB171.5 million in the fiscal year 2022 to RMB95 million, $13.1 million
Our net revenue for the fiscal year 2023 were RMB114.4 million, $15.8 million, with a decrease of 39.4% year-on-year as compared to RMB188.7 million in the fiscal year 2022
Net revenues generated from distribution of privately raised fund products decreased year-on-year by 58.2% from RMB61.6 million in the fiscal year 2022 to RMB25.7 million, $3.6 million
And second, the performance base income of RMB1.8 million, $0.3 million in full year 2023 as compared to RMB3.1 million in the fiscal year 2022, representing a year-on-year 40.2% decrease
The decrease was primarily due to a 96% decrease in performance base fees generated by our actively managed fund of funds from RMB2.4 million in the fiscal year '22, to RMB 96,000, $13,000 in the fiscal year 2023
and China and the geopolitical conflicts, the economic situation has been complex and challenging
Indeed, the recent reduction in subscription and management fees by public raised fund companies has had an impact on our future revenue
Therefore, during the reporting period, both the transaction value and outstanding balance of our private raised fund products have decreased resulting in a decrease in commission income, including management fees
In fiscal year 2023, insurance by various factors such as strict control measures due to the COVID-19 pandemic in late 2022, the trade tension between U.S
And in terms of our organizational structure, we divest our one subsidiary and closed several branch offices with long-term losses and minimal business activity in conjunction with personnel optimization
   

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