Topchoice Medical Co., Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Topchoice Medical Co., Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Shareholders might have noticed that Topchoice Medical Co., Inc. (SHSE:600763) filed its second-quarter result this time last week. The early response was not positive, with shares down 3.8% to CN¥41.19 in the past week. It looks to have been a decent result overall - while revenue fell marginally short of analyst estimates at CN¥702m, statutory earnings beat expectations by a notable 39%, coming in at CN¥0.43 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
股东可能已经注意到通策医疗 (SHSE:600763) 上周发布了其第二季度业绩报告。然而,市场反应并不积极,股价在过去一周下跌了3.8%,至41.19元人民币。总体来看,这是一个不错的业绩结果 - 尽管营业收入略低于分析师预期的70200万元人民币,但盈利方面超出预期的39%,每股盈利为0.43元人民币。对于投资者而言,盈利报告是一个重要的时间点,他们可以追踪公司的业绩,了解分析师对公司未来一年的预测,并观察市场对公司的情绪是否发生变化。我们汇集了最新的盈利预测,以了解分析师们是否在这些业绩数据发布后对盈利模型进行了调整。
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Following the latest results, Topchoice Medical's eleven analysts are now forecasting revenues of CN¥3.04b in 2024. This would be a reasonable 5.2% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to increase 7.8% to CN¥1.22. Before this earnings report, the analysts had been forecasting revenues of CN¥3.18b and earnings per share (EPS) of CN¥1.28 in 2024. The analysts are less bullish than they were before these results, given the reduced revenue forecasts and the minor downgrade to earnings per share expectations.
根据最新的业绩数据,通策医疗的11位分析师预测2024年的营业收入将达到30.4亿人民币,相比过去12个月的收入,将会有一个合理的5.2%的增长。预计每股盈利将增长7.8%,至1.22人民币。在发布这份盈利报告之前,分析师们此前曾预测2024年的营业收入为31.8亿人民币,每股盈利为1.28人民币。考虑到降低的营业收入预期和轻微的盈利预期下调,分析师们对通策医疗的看法相对较为谨慎。
The analysts made no major changes to their price target of CN¥46.48, suggesting the downgrades are not expected to have a long-term impact on Topchoice Medical's valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Topchoice Medical, with the most bullish analyst valuing it at CN¥55.69 and the most bearish at CN¥32.10 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.
分析师们对通策医疗的目标股价46.48元人民币没有进行重大调整,这表明市场预计这些下调对通策医疗的估值不会产生长期影响。然而,我们可以从这些数据得出的结论并不仅限于此,因为一些投资者在评估分析师的股价目标时还喜欢考虑估值范围的差异。关于通策医疗,有一些不同的观点,其中最看好的分析师将其估值为55.69元人民币,而最看淡的分析师则为32.10元人民币每股。这些股价目标显示出分析师对该公司的看法存在一定的差异,但估值差异不足以让我们认为有人在押注极大的成功或彻底的失败。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Topchoice Medical's past performance and to peers in the same industry. The period to the end of 2024 brings more of the same, according to the analysts, with revenue forecast to display 11% growth on an annualised basis. That is in line with its 10% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 13% annually. So although Topchoice Medical is expected to maintain its revenue growth rate, it's only growing at about the rate of the wider industry.
这些预测很有趣,但是在比较Topchoice Medical过去的表现和同行业中的同行时,可以更多地用宏观的方法来了解预测情况。根据分析师的预测,到2024年底,营业收入预计将以年均11%的增长率显示。这与过去五年以来其10%每年的增长率相符。与此相比,整个行业分析师的估计显示,收入年均将增长13%。因此,尽管Topchoice Medical预计将保持其收入增长率,但其增长速度仅与整个行业大致持平。
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 important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Sadly, they also downgraded their revenue forecasts, but the business is still expected to grow at roughly the same rate as the industry itself. 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.
最重要的是,分析师们下调了每股收益估计,显示出这些业绩数据之后情绪下降明显。遗憾的是,他们也下调了营业收入预测,但业务仍预计以与行业相当的速度增长。对于共识价格目标没有实质性的变化,这表明业务的内在价值在最新预测中并未发生任何重大变化。
With that in mind, we wouldn't be too quick to come to a conclusion on Topchoice Medical. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Topchoice Medical going out to 2026, and you can see them free on our platform here..
考虑到这一点,我们不能过快地对Topchoice Medical做出结论。长期盈利能力比明年的利润更重要。在Simply Wall St,我们对Topchoice Medical到2026年的分析师预测有全面覆盖,您可以免费在我们的平台上查看。
Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Topchoice Medical that you should be aware of.
不要忘记仍然可能存在风险。例如,我们发现Topchoice Medical有1个警告信号,您应该注意。
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