Inner Mongolia ERDOS ResourcesLtd (SHSE:600295) Sheds 5.6% This Week, as Yearly Returns Fall More in Line With Earnings Growth
Inner Mongolia ERDOS ResourcesLtd (SHSE:600295) Sheds 5.6% This Week, as Yearly Returns Fall More in Line With Earnings Growth
It hasn't been the best quarter for Inner Mongolia ERDOS Resources Co.,Ltd. (SHSE:600295) shareholders, since the share price has fallen 20% in that time. But that scarcely detracts from the really solid long term returns generated by the company over five years. We think most investors would be happy with the 112% return, over that period. To some, the recent pullback wouldn't be surprising after such a fast rise. Ultimately business performance will determine whether the stock price continues the positive long term trend.
内蒙古鄂资b股(SHSE:600295)股东在这个季度未能获得最佳表现,因为股价在此期间下跌了20%。但这并没有削弱该公司在过去五年中所创造的真正稳健的长期回报。在此期间,我们认为大多数投资者会对该公司获得的112%的回报感到满意。对于一些人来说,近期回落在如此快的上涨后并不奇怪。最终业务表现将决定股票价格是否能持续正面的长期趋势。
While the stock has fallen 5.6% this week, it's worth focusing on the longer term and seeing if the stocks historical returns have been driven by the underlying fundamentals.
虽然股票在本周下跌了5.6%,但值得关注的是长期回报,看看股票的历史回报是否受到根本面的驱动。
While the efficient markets hypothesis continues to be taught by some, it has been proven that markets are over-reactive dynamic systems, and investors are not always rational. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price.
虽然一些人仍然在教授高效市场假说,但已经证明市场是过度反应的动态系统,投资者不总是理性的。一种有缺陷但合理的评估公司情绪变化的方法是比较每股收益 (EPS) 与股价。
During five years of share price growth, Inner Mongolia ERDOS ResourcesLtd achieved compound earnings per share (EPS) growth of 12% per year. This EPS growth is lower than the 16% average annual increase in the share price. This suggests that market participants hold the company in higher regard, these days. And that's hardly shocking given the track record of growth.
在五年的股价上涨过程中,内蒙古鄂资b股实现了每股收益(EPS)的复合增长率为12%。这一EPS增长率低于股价每年16%的平均增长率。这表明现今市场参与者更高地看待了该公司。考虑到该公司的增长记录,这并不令人震惊。
You can see below how EPS has changed over time (discover the exact values by clicking on the image).
下面可以看到每股收益随时间的变化情况(通过点击图像来查看确切数值)。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240714/0-85c8b41002b91523010eec2876c6a978-0-855c3f9d564579e4a1bce20bf6000fcd.png/big)
This free interactive report on Inner Mongolia ERDOS ResourcesLtd's earnings, revenue and cash flow is a great place to start, if you want to investigate the stock further.
如果想进一步调查该股票,可以查看内蒙古鄂资b股的收益、营业收入和现金流免费互动报告,这是一个很好的起点。
What About Dividends?
那么分红怎么样呢?
As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. We note that for Inner Mongolia ERDOS ResourcesLtd the TSR over the last 5 years was 190%, which is better than the share price return mentioned above. And there's no prize for guessing that the dividend payments largely explain the divergence!
除了衡量股价回报,投资者还应考虑总股东回报(TSR)。TSR是一个回报计算,它考虑了现金股息的价值(假设已重新投资任何股息),以及任何折扣股权募集和分拆的计算价值。因此,对于支付慷慨股息的公司,TSR往往要比股价回报高得多。我们注意到,对于内蒙古鄂资b股,过去5年的TSR为190%,比上述股价回报更好。毫无疑问,股息支付很大程度上解释了这种差异!
A Different Perspective
不同的观点
It's good to see that Inner Mongolia ERDOS ResourcesLtd has rewarded shareholders with a total shareholder return of 10% in the last twelve months. And that does include the dividend. However, the TSR over five years, coming in at 24% per year, is even more impressive. Potential buyers might understandably feel they've missed the opportunity, but it's always possible business is still firing on all cylinders. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. For instance, we've identified 2 warning signs for Inner Mongolia ERDOS ResourcesLtd that you should be aware of.
很高兴看到内蒙古鄂资b股在过去12个月中以10%的总股东回报奖励了股东,其中也包括股息。然而,在过去5年中,每年的TSR达到24%,更令人印象深刻。潜在的买家可能会理所当然地感到错过了机会,但业务仍有可能保持强劲。虽然考虑市场条件对股价的不同影响非常值得,但还有其他更重要的因素。例如,我们已经确定了2个内蒙古鄂资b股的警告信号,你应该注意。
Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of companies we expect will grow earnings.
当然,您可能在其他地方找到一家出色的企业进行投资。因此,请查看我们预计将实现盈利增长的公司的免费列表。
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Chinese exchanges.
请注意,本文引用的市场回报反映了目前在中国交易所上市的股票的市场加权平均回报。
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对本文有反馈?对内容感到担忧?请直接与我们联系。或者,发送电子邮件至editorial-team (at) simplywallst.com。
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
对本文有反馈?对内容感到担忧?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。