Haitian International Holdings Limited (HKG:1882) Analysts Are Pretty Bullish On The Stock After Recent Results
Haitian International Holdings Limited (HKG:1882) Analysts Are Pretty Bullish On The Stock After Recent Results
Investors in Haitian International Holdings Limited (HKG:1882) had a good week, as its shares rose 7.0% to close at HK$21.40 following the release of its yearly results. It was a credible result overall, with revenues of CN¥13b and statutory earnings per share of CN¥1.56 both in line with analyst estimates, showing that Haitian International Holdings is executing in line with expectations. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
海天国际控股有限公司(HKG: 1882)的投资者度过了愉快的一周,在公布年度业绩后,其股价上涨7.0%,收于21.40港元。总体而言,这是一个可信的结果,收入为130亿元人民币,法定每股收益为1.56元人民币,均符合分析师的预期,这表明海天国际控股的业绩符合预期。分析师通常会在每份收益报告中更新他们的预测,我们可以从他们的估计中判断他们对公司的看法是否发生了变化,或者是否有任何新的问题需要注意。根据这些结果,我们收集了最新的法定预测,以了解分析师是否改变了盈利模式。
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Taking into account the latest results, the consensus forecast from Haitian International Holdings' nine analysts is for revenues of CN¥14.8b in 2024. This reflects a decent 13% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to climb 15% to CN¥1.80. Before this earnings report, the analysts had been forecasting revenues of CN¥14.6b and earnings per share (EPS) of CN¥1.76 in 2024. So the consensus seems to have become somewhat more optimistic on Haitian International Holdings' earnings potential following these results.
考虑到最新业绩,海天国际控股九位分析师的共识预测是,2024年收入为148亿元人民币。这表明与过去12个月相比,收入增长了13%。预计每股法定收益将增长15%,至1.80元人民币。在本财报发布之前,分析师一直预测2024年的收入为146亿元人民币,每股收益(EPS)为1.76元人民币。因此,在这些业绩公布后,人们对海天国际控股的盈利潜力的共识似乎变得更加乐观了。
The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 6.7% to HK$24.06. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Haitian International Holdings, with the most bullish analyst valuing it at HK$27.79 and the most bearish at HK$19.13 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
在收益上调的背景下,分析师一直在提高目标股价,共识目标股价上涨6.7%,至24.06港元。但是,固定单一价格目标可能是不明智的,因为共识目标实际上是分析师目标股价的平均值。因此,一些投资者喜欢查看估计范围,看看对公司的估值是否有任何分歧。对海天国际控股的看法有所不同,最看涨的分析师将其估值为27.79港元,最看跌的为每股19.13港元。这表明估值仍然存在一点差异,但分析师似乎对该股的看法并不完全分歧,好像这可能是成功或失败一样。
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's clear from the latest estimates that Haitian International Holdings' rate of growth is expected to accelerate meaningfully, with the forecast 13% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 6.3% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 11% annually. Haitian International Holdings is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.
我们可以从大局的角度看待这些估计值的另一种方式,例如预测如何与过去的表现相提并论,以及预测相对于业内其他公司是否或多或少看涨。从最新估计中可以明显看出,海天国际控股的增长率预计将大幅加快,预计到2024年底的年化收入增长率为13%,明显快于过去五年6.3%的历史增长。相比之下,同行业的其他公司预计收入每年将增长11%。预计海天国际控股的增长速度将与其行业大致相同,因此目前尚不清楚我们能否从其相对于竞争对手的增长中得出任何结论。
The Bottom Line
底线
The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Haitian International Holdings following these results. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.
这里最重要的是,分析师上调了每股收益预期,这表明在这些业绩公布后,对海天国际控股的乐观情绪明显增强。他们还重申了收入预期,预计该公司的增长速度将与整个行业大致相同。我们注意到目标股价已上调,这表明分析师认为该业务的内在价值可能会随着时间的推移而提高。
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Haitian International Holdings going out to 2026, and you can see them free on our platform here.
话虽如此,公司收益的长期轨迹比明年重要得多。我们对海天国际控股的预测将持续到2026年,你可以在我们的平台上免费查看。
Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades for the last twelve months on our platform, here.
需要考虑的另一件事是管理层和董事最近是否在买入或卖出股票。我们在此处概述了过去十二个月在我们的平台上所有公开市场股票交易。
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。