Xiamen Faratronic Co., Ltd. Just Beat EPS By 7.8%: Here's What Analysts Think Will Happen Next
Xiamen Faratronic Co., Ltd. Just Beat EPS By 7.8%: Here's What Analysts Think Will Happen Next
Xiamen Faratronic Co., Ltd. (SHSE:600563) defied analyst predictions to release its quarterly results, which were ahead of market expectations. The company beat expectations with revenues of CN¥1.1b arriving 5.1% ahead of forecasts. Statutory earnings per share (EPS) were CN¥1.18, 7.8% ahead of estimates. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
厦门法拉电子股份有限公司(SHSE:600563)超出分析师的预测,发布了季度业绩,业绩超过市场预期。公司的营业收入达到11亿人民币,超出预期5.1%。每股收益为1.18人民币,超出预期7.8%。分析师通常会在每份财报后更新自己的预测,我们可以从他们的预测中判断他们对公司的观点是否有变化,或者是否有任何新的关注点需要了解。我们认为读者会对查看分析师对明年的最新(法定)财报后预测感兴趣。
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Following the latest results, Xiamen Faratronic's eight analysts are now forecasting revenues of CN¥4.57b in 2024. This would be a meaningful 13% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to climb 17% to CN¥5.29. Before this earnings report, the analysts had been forecasting revenues of CN¥4.64b and earnings per share (EPS) of CN¥5.31 in 2024. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
根据最新的财报,厦门法拉电子的八位分析师预测2024年的营业收入将达到45.7亿人民币。与过去12个月相比,这将是一项有意义的13%的营收增长。预计法定每股收益将增长17%,达到5.29人民币。在此财报之前,分析师们预测2024年的营收将达到46.4亿人民币,每股收益将达到5.31人民币。因此很明显,尽管分析师对其预测进行了更新,但在最新财报之后,并没有对该业务的预期产生重大变化。
It will come as no surprise then, to learn that the consensus price target is largely unchanged at CN¥121. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Xiamen Faratronic at CN¥142 per share, while the most bearish prices it at CN¥117. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.
毋庸置疑,共识价格目标在121人民币附近基本保持不变。共识价格目标只是对各位分析师目标的平均值,所以——看看底层估值的范围有多大可能有好处。目前,最看好的分析师将厦门法拉电子的估值定为142人民币每股,而最看淡的估值为117人民币每股。但是,考虑到估值范围如此之窄,可以看出分析师对公司价值有一个相当好的想法。
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The analysts are definitely expecting Xiamen Faratronic's growth to accelerate, with the forecast 29% annualised growth to the end of 2024 ranking favourably alongside historical growth of 21% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 18% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Xiamen Faratronic is expected to grow much faster than its industry.
现在来看一下大局,我们可以通过将这些预测与过去的表现和行业增长预测进行比较来理解这些预测的意义。分析师们确实预计厦门法拉电子的增长将加速,预计到2024年底的29%的年化增长与过去五年每年21%的增长相比相当有利。相比之下,我们的数据显示,在类似行业中(有分析师覆盖的公司),预计年收入增长率为18%。考虑到营收的预测加速,很明显厦门法拉电子预计将比其行业增长更快。
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 most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
最明显的结论是,近期业务前景并没有发生重大变化,因为分析师们保持了盈利预测,与以前的预测一致。幸运的是,他们还重新确认了公司的营收数字,表明结果与预期相符。此外,我们的数据表明,营业收入预计将比整个行业增长得更快。一致的预期目标价格并没有发生实质性的变化,这表明公司内在价值在最新的预测中没有发生重大变化。
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Xiamen Faratronic going out to 2026, and you can see them free on our platform here..
与此同时,公司营收的长期发展趋势比明年更重要。在Simply Wall St上,我们为厦门法拉电子的2026年分析师估值提供了全套,并且您可以在我们的平台上免费查看。
You can also see our analysis of Xiamen Faratronic's Board and CEO remuneration and experience, and whether company insiders have been buying stock.
您还可以查看我们对厦门法拉电子董事会和首席执行官的薪酬和经验的分析,以及公司内部人员是否一直在买入股票。
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