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Table_MainInfo/2023 10 20 Table_InvestInfo Table_QuoteInfo-34.46%-22.88%-11.30%0.28%11.87%23.45%2022/10 2023/1 2023/4 2023/7 Table_ReportInfo 7000 2023.08.22 7 APP 2023.08.20 2023.08.20 Table_AuthorInfo:Tel:(021)23219399 Email:S0850511040005:Tel:(021)23154125 Email:S0850517040002:Tel:(755)82900465 Email:S0850517050001 Table_Summary 1 2008 GDP 7M23 2 2021 2.7%2.6%0.3pct 2021 170 1297 WEC 2020 CR4 16.3%2021 CR4 2.8%+1 2019/93%/85%/78%2021 61%2022 2021 33%2021/13.9%/22.4%/27.3%2023 6 30 2 3&1 1-2 2 11%8.5%2023 4 22 1-3 1 2022 90.9 2019-22CAGR 36.4%22 318.6 2019-22CAGR 25.8%2/2022 70%2021 85.5%10%22/70%/21 3 2019-22 CAGR 17.6%2022 19.0%2 1.6 1.1.6 1.2.8 2.+.12 2.1.12 2.2.16 2.3.17 3.&.19 3.1.19 3.2.21 4.23 4.1.24 4.2 22.25 4.3.28 5.29 6.29 WUBYuNsPmPoPoQtQqNrOrQaQdN6MtRrRnPoNkPqRmMeRoMqQ7NmNnQvPsOoONZmQqM 3 1 GDP-%.6 2 GDP-%.6 3.7 4 vsPMI.7 5 vs.7 6/.8 7-%.8 8.8 9/.9 10 2021%.9 11.9 12 2021/.9 13.10 14 GDP.10 15.10 16.10 17%2021.11 18%2020.11 19.11 20.11 21.12 22 2020-2021.12 23%2021.12 24 2021.13 25 2021.13 26 2021.13 27 21.13 28 2021.14 29 2021.14 30 2020.14 31 2021.15 32%2021.15 33.18 34 2021.18 35 2022/.18 36 2014-2023E.18 37 2022%.19 38%.19 39%.19 4 40%.19 41 2015-2021.21 42 GDP.21 43 2021%.21 44 2021.21 45 2Q22-1Q23.21 46 1H19.21 47.23 48.23 49.23 50 2018-2023().24 52 2018-2022.25 53 2019-2021.25 54 2018-2022.25 55 2018-2022.25 56 2018-2022%.25 57 2018-2022.26 58 2019-2021.26 63 2018-2022%.27 64 2018-2022%.27 65 2018-2022.28 66 2019-2022%.28 67 2018-2022.28 68 2018-2022 1%.28 5 1.6 2.15 3.16 4.16 5 Investigo.16 6.17 7.17 8.17 9.20 10.20 11 2022/.22 6 1.1/-=+=+-=10%1.1 1.1.1 2008 GDP 2Q09 28%GDP 4%2Q21+50%GDP 12%1 GDP-%WEC national federations 2 GDP-%WEC national federations GDP 7 2017-19 CAGR16.53%GDPCAGR9%GDP 1H23GDP 5.5%23 7 24 3 Wind 1.1.2 Datayes 51job 4 vsPMI Wind Datayes 5 vs Wind Datayes 1.1.3 2M22 CDC/3M22 2.1%12M22 3-4M23/19 8 6/American staffing Wind 7-%American staffing 2022 2020 29.3%2021 51.8%50%8 2022 1.2 1.2.1 9 WEC agencies 2021 2.7%2.6%0.3pct 9 2021/WIND 10 2021%WEC 2021 170 1297 WEC 1870 1.51 730 5908 APAC 70%60%WEC 11 2021 WIND 12 2021/WEC 1.2.2 1H23 GDP 5.5%2022 55%,2022 9.25/2013-19/2013-22 CAGR 7/5%2022 100 1.46 1 1.46 2021 2022 2020/21 75/50%10 13 Wind 14 GDP,15 2022 1.2.3 2016-22 16 2.67 22 6.3 16-22 CAGR15.4%16 11 2021 CR4 2.8%2020 CR4 16.3%2021 CR4 2.8%17%2021 18%2020 SIA HRoot 1.2.4 1 2009 Vedior 126 206 19 Bloomberg 2 2015 2018 RecruitGlobalStaffingBV Glassdoor FY2016 FY2019 22.2%6.3%20 Bloomberg 12 3 1996 Adia Ecco Adecco ADOStaffing DeutscheIndustrie MPS 21 Bloomberg 2.+2.1 2.1.1 2019/93%/85%/78%2022 21 61%19 45%16pct 2022 77%17%22 2020-2021 2022 23%2021 2022 Eurostat 21 69.1%52.8%16.4pct 13.5%15.6%2.1pct,13 24 2021 2022 25 2021 2022 Eurostat/15%30%10%2022 IT/6.9 3.7pct 26 2021 2022 27 21 2022 2.1.2 21 33%2022 2021 43%30%35%10-30%23%10%2020 2021 33%14 28 2021 2022 29 2021 2022 2021 2020 38.8%34.7%24.8%30 2020 2021 2.1.3 2022 2021 30.6%27.1%13.9%22.4%27.3%15 31 2021 2022 20%agency temporaryworkers 30.1%22.7%26.8%19.6%32%2021 Eurostat 2023 6 30 8 1 2 2020 2021 2021 2021,2023 16 2.2 1 2021 37%42%17%3%0.5%2010 3 2004-2020 55%51%100%55%55%55%100%100%100%36%100%2004-2018 51%60%60%51%51%51%2004 2016 FESCO 100%100%2007-2012 98%100%100%2000 100%2003 100%2020 100%-600863 FESCO 2 22 26%2010 15 Capstone 18 Investigo 22 22 23 26%4 2010 2010 2011 2014 2010 2013 2014 CareerInternationalFOSPte.Ltd.2014 2015 2015 CapstoneRecruitmentLimited 2015 CareerInternationalFOSSdnBhd 2018 InvestigoLimited 2018 InvestigoLLC 2018 2019 HRSaaS 2019 CaraffiLTD 2018 2019 CIFOS Investigo AurexGroup 5 Investigo 2003 2019 2005 2020 ERP 2007 2021 2011 2021 2017 2021 2018 2022 Investigo InX InvestigoExecutive)Definia Caraffi TheInGroup 2019 CaraffiLTD 2019 Investigo 3&17 2021 2022 21 22 6 2021 60%2022 46.47%2022-55%2019 2021 2022 7 2021 51%2021 51%2022 46%2021 2022 2022 9 26 4 6M22 47 208 8 1993 100%1993 100%2000 100%2003 100%2003 100%2004 100%2005 100%2006 100%2006 100%2006 100%2007 100%2007 90%2011 46.15%2014 100%2019 100%2020 100%2.3 1/1-2 18 33 2 2022 21 22 34 2021 2022 35 2022/35/300/8.6 2018 586 36 2014-2023E 19（3）30%37 2022%2022 38%3.&3.1 1-2 1 1 2017 2018 1H19 70%2018 68%2017 5 75%39%40%2020 20 9()1984 1979 1993()Wind/4 2020 2021 2021 3 1 1 5 3 10 2020 6.05%2021 20.19%2021 7.80%2.25%6.19%4.90%1.97%4.36%4.42%1.54%4.17%3.54%1.49%2.07%3.41%:():2015-21 5000 2021-22 GDP 70%2022 2021 28.7%27.8%2022 2021 21.6%15.3%21 41 2015-2021 Wind 42 GDP Wind 43 2021%2022 44 2021 2022 3.2 3.2.1 2Q22-1Q23 73.1%67.9%11%8.5%45 2Q22-1Q23 46 1H19 22 2023 4 22 2Q22-1Q23 10.4%9.8%10%26/11 2022/11.4 21.5 14.8 11.9 7.7 10.2 8.7 17.6 12.5 9.0 8.8 7.1 13.6 23.2 15.6 11.3 10.0 12.2 7.0 12.6 8.5 5.9 5.7 6.2 9.8 18.8 12.4 8.7 7.0 6.4 11.0 21.6 15.9 9.4 10.0 9.0 5.2 10.0 6.1 5.0 4.4 4.4 21.3 42.5 24.4 14.3 13.8 9.2 8.5 18.5 11.0 7.8 5.4 5.9 9.1 28.3 14.7 8.8 6.2 6.9 16.0 30.2 16.1 11.0 9.8 9.3 5.3 16.9 10.8 7.0 3.7 5.5 5.5 11.9 8.0 6.7 4.5 5.6 10.1 18.3 10.5 8.7 8.0 6.1 10.1 17.9 10.3 7.7 6.3 8.6 12.0 21.7 16.9 9.8 6.4 5.7 1-3 3.2.2 1“+”+SaaS 2022 17.11%397 21 10.0%22 12.9%22 SaaS 2.5 14.2 9600 22/80%/100.2%MAU50 66.7%23 47 2022 48 2022 2 SAP DTO 2022 2021 195.7%49 2022 3 FESCOAPP SaaS APP 4 HRight HRSaaS CtalentHCM“”(HRally)(BBC)(FSGPLUS)SAPERP 4.24 4.1 1 2022 90.9 318.6 146.6 36.4 29.7%25.3%28.0%-23.2%2019-22CAGR 36.4%25.8%-14.3%16.7%50 2018-2023()wind 2018-2022 2023 202322449 2018 51 2019-2022%wind 2018-2022 202322449 2019 2 22 88.4%2018-22 68.8%77.1%79.2%84.6%88.4%21/22 0.2/0.4+78.5%/+78.0%2021 13.1 9.8 217.3 11.4+5.21%+7.43%+46.01%+43.64%85.5%2018-20 68.2%62.1%60.1%21 99%21-22 69.8%73.4%22 98.2%18-22 93.8%94.0%91.0%97.5%98.2%2022 2021 22.7%25 52 2018-2022 wind 2018-2022 2021 2021/2022 0.2/0.4 53 2019-2021 wind 54 2018-2022 wind 2021-2022 55 2018-2022 wind 2019-2022 2021-2022 4.2 22 2018-22 22 9.7%1.8pct 20 21 0.7pct 1.8pct 20 21 21 21 5.3%4.3pct 56 2018-2022%26 wind 2018-2022 202322449 2018&70%2018-22 18 30%22 70%2018-22 70%&2021 50%57 2018-2022 wind 2018-2022 2021 2018-2019 2021-2022 58 2019-2021 wind 59 2021-2022 wind 2022 60 2018-2022 wind 2018-2022 2019-2020&22 2.1%0.5%4.7%1.4%0.3pct 1.3pct 1.4pct 21 21 22 22 2.5%1.4%2.8%3.2%-0.6pct-1.6pct-0.5pct+1.1pct 22 27 61 2018-2022%wind 2018-2022 202322449 2021 2022 62 2018-2022%wind 2018-2022 202322449 2021 2022 22 0.5%0.6%0.5%0.9%-0.1pct-0.1pct+0.2pct+0.5pct 22 10.3%2.5%102.9%79.8%22-0.03%-0.27%-0.96%-0.03%0.2pct 0.2pct 0.2pct 0.1pct 63 2018-2022%wind 2018-2022 202322449 2021 2022 64 2018-2022%wind 2018-2022 202322449 2021 2022 22 2018-22 2018-22 2019-22 2018-22 CAGR 19.8%15.4%4.1%2022 15.0%19.0%2.6%2022 0.07 1H22 0.25 2H22 0.18 28 65 2018-2022 wind 2018-2022 202322449 2018 66 2019-2022%wind 2018-2022 202322449 2019 19-22-469.5/123.4/-44.3/107.2%4.3 2022 11.2 61.5 102.6 3.5 2022 1 98.6%98.6%98.2%98.5%2018-22 90%67 2018-2022 wind 2018-2022 202322449 2018-2019 2021 2022 68 2018-2022 1%wind 2018-2022 202322449 2021 2022 29 5.1&1H23 GDP 5.5%2 2023 6 30 3 4 6.1 2 3 4 30 Table_Analysts Table_Reports,-SW,-W 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%31 Table_PeopleInfo(021)23185717(021)23185718(021)23185715(0755)82780398(021)23219399(010)50949926 021-23185710(021)23219820(021)23185645(021)23154149(021)23185643(021)23185646(021)23185641(021)23185639(021)23219732(021)23219395(021)23185653(021)23185650(021)23185659(021)23185655(021)23183109(021)23185656(021)23185657 洢(021)23183938 02123183940(021)23185605(021)23185680(021)23185600(021)23219686(021)23219370(021)23185676(021)23185672(021)23185673(021)23185675(021)23185669(021)23185670(021)23185678(021)23185677(021)23185679 喆(021)23185649(021)23185648(021)23185652 珮(021)23154121(021)23154116(021)23185651(021)23185647(021)23185661(021)23185663(021)23185660(021)23185715(021)23185662(021)23219733 021-23154147(021)23185665(021)23185707(021)23219420(021)23185635(021)23185667(021)23185835(021)23185838(021)23185832(021)23185837(021)23185833(021)23185836(021)23185718(021)23185963(021)23185616(021)23185607(0755)82780398(021)23219808(010)68067998(021)23154120(010)56760096 010-58067975(021)23185606(021)23185619(021)23185638(010)58067988 珅(021)23185692(021)23185699(021)23185705(021)23154145(021)23183818(021)23185698(021)23185741(021)23185962(021)23219399(021)23154125(021)23185683(021)23185703 32(010)58067907(021)23219104(021)23154120(021)23212208(021)23185690 02123219406(021)23185622(021)23185615(021)23185632(021)23185845(021)23185696 021-23185710(021)23185689(021)23183953(021)23154652 翀(021)23154139(021)23185608(021)23185630(021)23185602(010)58067998(021)23185633(021)23185628(021)23183818(021)23185603(021)23219171(021)23185735(021)23185617(021)23185691(021)23185627(021)23183806(0755)82764281(021)23185611(021)23185389(021)23185842(021)23185642(021)23219392(021)23183969(021)23154174(021)23185682(021)23185700(021)23183968(021)23185620(010)50949926 010-56760095 021-23183960 yym15547haitong.con(021)23185681(021)23219634(010)56760090(010)50949926 010-56760090(021)23185695(021)23219382(021)23185610(010)58067993(021)23185621(021)23154510(021)23185640(021)23183846(021)23185635(021)23185636 玥(021)23219814(021)23185625 021-23183821(021)23185686 021-23180000(021)23219391 劼 18515295560(021)23185701 010-58067828(010)58067998(021)23185702(021)23183965(021)23183952(021)23154172(021)23185685(021)23185613 晅(021)23185612(021)23155626(021)23154395(021)23185697(021)23185609(021)23219399(755)82900465 祎(021)23185687(021)23183110(021)23219244(021)23185618(021)23185631(021)23183822(021)23185637(021)23185623(021)23185629(021)23188562 33(0755)23607963(0755)82775962(0755)83253022(0755)83255933(0755)82775282(0755)23617160 0755-25597716(021)23219385(021)23219397(021)23219384(021)23219410(021)23154192 23214650 祎(021)23212268(021)23219373 祎(021)23219281(010)58067988 010-5806 7936(010)58067931 垚(010)58067851 689 9 021 23219000 021 23219392
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