Upgrade: Analysts Just Made A Meaningful Increase To Their ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Forecasts
Upgrade: Analysts Just Made A Meaningful Increase To Their ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Forecasts
ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's statutory forecasts. The consensus statutory numbers for both revenue and earnings per share (EPS) increased, with their view clearly much more bullish on the company's business prospects.
ZIm综合航运服务有限公司(纽交所:ZIM)的股东们将有理由微笑,分析师们对今年的财务预测做出了实质性升级。对营业收入和每股收益(EPS)的共识数字都有所增加,他们明显对公司业务前景更为看好。
After this upgrade, ZIM Integrated Shipping Services' five analysts are now forecasting revenues of US$7.7b in 2024. This would be a sizeable 29% improvement in sales compared to the last 12 months. Losses are expected to turn into profits real soon, with the analysts forecasting US$12.03 in per-share earnings. Before this latest update, the analysts had been forecasting revenues of US$6.9b and earnings per share (EPS) of US$7.31 in 2024. There has definitely been an improvement in perception recently, with the analysts substantially increasing both their earnings and revenue estimates.
经过这次升级,ZIm综合航运服务的五位分析师预测,2024年收入将达到77亿美元。与过去12个月相比,这将是销售额大幅提升的29%。预计亏损将很快转为盈利,分析师们预测每股收益将达到12.03美元。在此最新的更新之前,分析师们此前预测2024年的营业收入为69亿美元,每股收益为7.31美元。近期在人们的认知中明显出现了改善,分析师大幅增加了其盈利和营收预估。
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Although the analysts have upgraded their earnings estimates, there was no change to the consensus price target of US$17.87, suggesting that the forecast performance does not have a long term impact on the company's valuation.
尽管分析师们提高了盈利预估,但对于17.87美元的共识目标价没有任何变化,这表明预测绩效不会对该公司的估值产生长期影响。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the ZIM Integrated Shipping Services' past performance and to peers in the same industry. The analysts are definitely expecting ZIM Integrated Shipping Services' growth to accelerate, with the forecast 65% annualised growth to the end of 2024 ranking favourably alongside historical growth of 16% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue shrink 0.2% per year. So it's clear with the acceleration in growth, ZIM Integrated Shipping Services is expected to grow meaningfully faster than the wider industry.
这些预测很有趣,但当比较预测结果时,对于ZIm综合航运服务过去的表现以及同行业公司的对比还可以进行更广泛的论述。分析师们明显预期ZIm综合航运服务的增长将加速,预计到2024年年底,65%的年化增长率将位居同行业过去五年平均年化增长16%的水平之上。相比之下,我们的数据显示,同行业其他(有分析师覆盖的)公司预计其收入年均下降0.2%。因此,显然,随着增长的加速,ZIm综合航运服务预计将比整个行业增长更快。
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 biggest takeaway for us from these new estimates is that analysts upgraded their earnings per share estimates, with improved earnings power expected for this year. Fortunately, they also upgraded their revenue estimates, and our data indicates sales are expected to perform better than the wider market. Some investors might be disappointed to see that the price target is unchanged, but we feel that improving fundamentals are usually a positive - assuming these forecasts are met! So ZIM Integrated Shipping Services could be a good candidate for more research.
从这些新的预估中我们获得的最重要的观点是,分析师们升级了每股收益的预估,预计今年的盈利能力将得到改善。幸运的是,他们还提升了营业收入的预估,并且我们的数据表明销售额预计将超过整个市场。一些投资者可能对价格目标没有变化感到失望,但我们认为,改善的基本面通常是一个积极的因素-前提是这些预测能够实现!因此,ZIm综合航运服务可能是更深入研究的一个好候选。
Still, the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for ZIM Integrated Shipping Services going out to 2026, and you can see them free on our platform here..
然而,业务的长期前景比明年的盈利要重要得多。在Simply Wall St,我们有ZIm综合航运服务到2026年的一整套分析师估计,您可以在我们的平台上免费查看。
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are upgrading their estimates. So you may also wish to search this free list of stocks with high insider ownership.
当然,看到公司高管将大量资金投入股票与分析师是否升级他们的估计同样有用。因此,您可能还希望搜索此高内部持股的股票免费名单。
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