Sinoma International EngineeringLtd (SHSE:600970) Sheds 14% This Week, as Yearly Returns Fall More in Line With Earnings Growth
Sinoma International EngineeringLtd (SHSE:600970) Sheds 14% This Week, as Yearly Returns Fall More in Line With Earnings Growth
Sinoma International Engineering Co.,Ltd (SHSE:600970) shareholders might be concerned after seeing the share price drop 18% in the last month. But that doesn't change the fact that the returns over the last five years have been pleasing. It has returned a market beating 58% in that time.
中材国际(SHSE:600970)的股东可能会对上个月股价下跌18%感到担忧。 但这并不能改变过去五年的回报还是相当不错的事实。 在那个时间段内创下了超过市场的58%的回报。
In light of the stock dropping 14% in the past week, we want to investigate the longer term story, and see if fundamentals have been the driver of the company's positive five-year return.
鉴于股票在过去一周下跌了14%,我们想调查长期的情况,并确定基本面是否是公司五年回报的推动力。
In his essay The Superinvestors of Graham-and-Doddsville Warren Buffett described how share prices do not always rationally reflect the value of a business. One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS).
在他的《格雷厄姆和道德斯维尔的超级投资者》一文中,沃伦·巴菲特描述了股价并不总是合理反映企业价值的方法。检验市场情绪如何随时间变化的一种方法是观察公司股价和每股收益(EPS)之间的互动关系。
Over half a decade, Sinoma International EngineeringLtd managed to grow its earnings per share at 6.5% a year. This EPS growth is slower than the share price growth of 10% per year, over the same period. This suggests that market participants hold the company in higher regard, these days. And that's hardly shocking given the track record of growth.
在五年时间里,中材国际工程有限公司每股收益增长了6.5%。 这个每股收益增长速度比同期每年增长10%的股价增长速度慢。 这表明市场参与者现在更高地重视该公司。 考虑到增长记录,这并不令人震惊。
The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image).
下图显示了EPS随时间变化的情况(点击图像以显示确切值)。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240714/0-f50f84b9c92399013dba2ed321a224f1-0-f7fbae005bc5b8b5228a84004997caa9.png/big)
We know that Sinoma International EngineeringLtd has improved its bottom line lately, but is it going to grow revenue? If you're interested, you could check this free report showing consensus revenue forecasts.
我们知道中材国际工程有限公司最近改善了其利润状况,但是它会增长营业收入吗? 如果您有兴趣,可以查看此免费报告,显示共识收入预测。
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). Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. We note that for Sinoma International EngineeringLtd the TSR over the last 5 years was 85%, which is better than the share price return mentioned above. The dividends paid by the company have thusly boosted the total shareholder return.
除了衡量股票回报率外,投资者还应考虑总股东回报(TSR)。 股票回报率只反映了股票价格的变化,TSR包括股息价值(假设它们已被再投资)以及任何折价的股权融资或分拆的效益。 可以说TSR为支付股息的股票提供了更完整的图片。 我们注意到,对于中材国际工程有限公司,过去五年的TSR为85%,优于上述股票回报率。 公司支付的股息因此增加了总股东回报。
A Different Perspective
不同的观点
Sinoma International EngineeringLtd shareholders are down 16% over twelve months (even including dividends), which isn't far from the market return of -17%. Longer term investors wouldn't be so upset, since they would have made 13%, each year, over five years. If the fundamental data remains strong, and the share price is simply down on sentiment, then this could be an opportunity worth investigating. It's always interesting to track share price performance over the longer term. But to understand Sinoma International EngineeringLtd better, we need to consider many other factors. Consider for instance, the ever-present spectre of investment risk. We've identified 1 warning sign with Sinoma International EngineeringLtd , and understanding them should be part of your investment process.
中材国际工程有限公司的股东在十二个月内下跌了16%(包括股息),这与市场回报率-17%相差不远。 长期投资者不会那么烦恼,因为他们每年会获得13%的回报率,长达五年。 如果基本数据保持强劲,并且股价仅仅是出于情绪原因下跌,那么这可能是值得调查的机会。 跟踪股票长期表现总是很有趣的。 但是为了更好地了解中材国际工程有限公司,我们需要考虑许多其他因素。 例如,始终存在的投资风险威胁。 我们已经确定了1个警告标志,因此了解它们应该成为您的投资过程的一部分。
We will like Sinoma International EngineeringLtd better if we see some big insider buys. While we wait, check out this free list of undervalued stocks (mostly small caps) with considerable, recent, insider buying.
如果我们看到一些内部人士的大额购买,我们将更喜欢中材国际工程有限公司。 在等待时,请查看此免费的低估股票列表(主要是小市值股票),其中有相当多的内部人员最近进行了大量的购买。
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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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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