Tianli International Holdings (HKG:1773) Pulls Back 14% This Week, but Still Delivers Shareholders Notable 24% CAGR Over 3 Years
Tianli International Holdings (HKG:1773) Pulls Back 14% This Week, but Still Delivers Shareholders Notable 24% CAGR Over 3 Years
While Tianli International Holdings Limited (HKG:1773) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 18% in the last quarter. But over three years, the returns would have left most investors smiling After all, the share price is up a market-beating 80% in that time.
虽然天利国际控股有限公司(HKG:1773)的股东们可能总体上很高兴,但最近股票表现不佳,股价在上个季度下跌了18%。但是,在过去的三年中,收益率会让大多数投资者微笑。毕竟,在那个时候,股价上涨了市场领先的80%。
Although Tianli International Holdings has shed HK$1.4b from its market cap this week, let's take a look at its longer term fundamental trends and see if they've driven returns.
尽管天利国际控股本周市值减少了14亿港元,但让我们关注其长期基本趋势,看看它们是否推动了回报。
While markets are a powerful pricing mechanism, share prices reflect investor sentiment, not just underlying business performance. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement.
虽然市场是一个强大的定价机制,但股价反映的不仅仅是企业的基本业绩,还有投资者的情绪。一个不完美但简单的方式来考虑公司市场意识的变化是比较每股收益(EPS)的变化和股价的变化。
Tianli International Holdings became profitable within the last three years. That would generally be considered a positive, so we'd expect the share price to be up.
天利国际控股最近三年内实现了盈利。这通常会被认为是一个积极的迹象,因此我们预计股价会上涨。
The company's earnings per share (over time) is depicted in the image below (click to see the exact numbers).
该公司的每股收益(随时间的推移)如下图所示(单击可查看确切数字)。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240726/0-7e0ecc0187bd445fa22115fe958fe872-0-c406b8bda8356874a5392f33f1d25994.png/big)
It's probably worth noting we've seen significant insider buying in the last quarter, which we consider a positive. That said, we think earnings and revenue growth trends are even more important factors to consider. Dive deeper into the earnings by checking this interactive graph of Tianli International Holdings' earnings, revenue and cash flow.
值得注意的是,我们在上个季度看到了大量内部人员买入,我们认为这是一个积极因素。也就是说,我们认为收益和营业收入增长趋势是更重要的因素。通过查看天利国际控股收益、营业收入和现金流互动图,更深入地了解收益情况。
What About Dividends?
那么分红怎么样呢?
When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. 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 Tianli International Holdings the TSR over the last 3 years was 91%, which is better than the share price return mentioned above. The dividends paid by the company have thusly boosted the total shareholder return.
在考虑投资回报时,重要的是要考虑总股东回报(TSR)与股票回报之间的差异。虽然股票回报只反映了股票价格的变动,但TSR包括股息的价值(假设它们已重新投资)以及任何折价的资本增发或剥离的好处。可以说,TSR给支付股息的股票提供了更完整的图片。我们注意到,对于天利国际控股来说,过去3年的TSR为91%,比上述股票回报要好。公司支付的股息因此提高了总股东回报。
A Different Perspective
不同的观点
It's good to see that Tianli International Holdings has rewarded shareholders with a total shareholder return of 52% in the last twelve months. And that does include the dividend. That gain is better than the annual TSR over five years, which is 5%. Therefore it seems like sentiment around the company has been positive lately. In the best case scenario, this may hint at some real business momentum, implying that now could be a great time to delve deeper. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. Consider risks, for instance. Every company has them, and we've spotted 1 warning sign for Tianli International Holdings you should know about.
很高兴看到天利国际控股在过去12个月内以52%的股东总回报回报了股东。并且那确实包括股息。这种增益优于在过去五年中的年度TSR增长5%。因此,这似乎表明公司近来的情绪一直很积极。在最好的情况下,这可能暗示了一些真正的业务动力,这意味着现在可能是深入挖掘的好时机。我认为,长期以来股价是业务表现的代理。但是,为了真正获得洞察力,我们需要考虑其他信息。考虑风险,例如。每家公司都有,我们已经发现1个提醒信号,提示你应该了解天利国际控股的情况。
If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: most of them are flying under the radar).
如果您喜欢与管理层共同购买股票,那么您可能会喜欢这个免费的公司列表(提示:大多数公司没有受到关注)。
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Hong Kong exchanges.
请注意,本文引用的市场回报反映了当前在香港证券交易所交易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.
对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@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
对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。