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Bosideng International Holdings Limited Beat Revenue Forecasts By 10%: Here's What Analysts Are Forecasting Next

Bosideng International Holdings Limited Beat Revenue Forecasts By 10%: Here's What Analysts Are Forecasting Next

bosideng b2412超过营业收入预测10%:这是分析师的下一个预测。
Simply Wall St ·  06/28 18:20

Bosideng International Holdings Limited (HKG:3998) investors will be delighted, with the company turning in some strong numbers with its latest results. It was a positive result, with revenues and statutory earnings per share (EPS) both performing well. Revenues were 10% higher than the analysts had forecast, at CN¥23b, while EPS of CN¥0.27 beat analyst models by 7.4%. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Bosideng International Holdings after the latest results.

Bosideng B2412(HKG:3998)的投资者将会感到高兴,因为公司公布了最新业绩数据,截至目前,公司的收入和每股收益(EPS)都表现不俗。收入比分析师预测要高10%,达到230亿元人民币,而每股收益为0.27元人民币,比分析师模型高出7.4%。 随着结果的公布,分析师们更新了他们的收益模型,现在让我们看看他们是否认为公司前景有了强劲的变化,还是像往常一样。读者将会很高兴地得知我们汇集了最新的财务预测,以了解最新业绩后分析师是否对Bosideng B2412有所改变。

earnings-and-revenue-growth
SEHK:3998 Earnings and Revenue Growth June 28th 2024
2024年6月28日SEHK:3998的收入和营业收入增长

After the latest results, the 20 analysts covering Bosideng International Holdings are now predicting revenues of CN¥26.6b in 2025. If met, this would reflect a solid 14% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to expand 18% to CN¥0.33. In the lead-up to this report, the analysts had been modelling revenues of CN¥24.4b and earnings per share (EPS) of CN¥0.30 in 2025. So it seems there's been a definite increase in optimism about Bosideng International Holdings' future following the latest results, with a substantial gain in the earnings per share forecasts in particular.

最新业绩后,覆盖Bosideng B2412的20位分析师预测其营业收入将在2025年达到266亿元人民币,如实现,这将反映出相比于过去12个月,公司营收增长了14%。每股收益预计将扩大18%,达到0.33元人民币。 在此报告发布前,分析师曾预测2025年Bosideng B2412的营业收入为244亿元人民币,每股收益为0.30元人民币。因此,看起来Bosideng B2412最新业绩后,分析师对公司未来的乐观性有明显提升,尤其是每股收益预测方面大幅增加。

It will come as no surprise to learn that the analysts have increased their price target for Bosideng International Holdings 7.9% to HK$5.44on the back of these upgrades. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Bosideng International Holdings, with the most bullish analyst valuing it at HK$6.60 and the most bearish at HK$4.30 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.

毫不意外,分析师在这些升级后将Bosideng B2412的目标股价提高了7.9%,达到5.44港元。然而,还有另一种看待目标价的方式,即查看分析师给出的目标价区间,因为广泛的估值范围可能意味着对企业可能结果的观点存在不同意见。对Bosideng B2412存在着一些不同的看法,最看好的分析师将其估价达到6.6港元,而最看淡的则将其估价为4.3港元/股。这表明估值范围仍有些多样化,但分析师似乎对该股持有相对一致的看法,不认为它会像成功或失败那样分裂。

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 14% growth on an annualised basis. That is in line with its 14% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 9.4% annually. So although Bosideng International Holdings is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

现在回顾更大的局面,了解这些预测的一种方法是将其与过去的业绩和行业增长预测进行比较。分析师预测,2025年营业收入将以年复合增长率14%的速度增长,这与其过去五年的14%年平均增长率相一致。将其与整个行业的增长相比较,分析师的估计表明,整个行业的营收年均增长率为9.4%。因此,尽管预计Bosideng B2412将保持其营收增长率,但肯定会比整个行业增长得更快。

The Bottom Line

最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是,营收预测未发生重大变化,业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元,最新估计不足以对价格目标产生影响。

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 Bosideng International Holdings following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

最重要的一点是分析师升级了他们的每股收益预测,这表明在最新业绩后,对Bosideng B2412的乐观情绪显著提高。令人高兴的是,他们还提高了其收入预测,并预测其将比行业整体增长更快。目标股价也出现了不错的增长,分析师明显感觉到公司内在价值在提高。

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Bosideng International Holdings going out to 2027, and you can see them free on our platform here.

尽管明年的经营情况重要,但公司收益的长期轨迹要比明年的重要得多。我们对Bosideng B2412预测到2027年,可以在我们的平台上免费查看。

However, before you get too enthused, we've discovered 2 warning signs for Bosideng International Holdings that you should be aware of.

但是,在你对此过于兴奋之前,我们发现了2个需要注意的警告信号,你需要知道。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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