Yealink Network Technology Co., Ltd. (SZSE:300628) Just Released Its Second-Quarter Earnings: Here's What Analysts Think
Yealink Network Technology Co., Ltd. (SZSE:300628) Just Released Its Second-Quarter Earnings: Here's What Analysts Think
As you might know, Yealink Network Technology Co., Ltd. (SZSE:300628) recently reported its second-quarter numbers. Results overall were respectable, with statutory earnings of CN¥1.60 per share roughly in line with what the analysts had forecast. Revenues of CN¥1.5b came in 3.5% ahead of analyst predictions. 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. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
正如您所了解的,亿联网络技术股份有限公司(SZSE:300628)最近公布了其第二季度财报。整体业绩可观,每股盈利1.60元人民币与分析师的预测基本一致。收入15亿人民币超出分析师预测的3.5%。分析师通常会在每份财报发布后进行预测更新,我们可以从他们的预测中判断他们对公司的看法是否发生了变化或是否有任何新的风险需要注意。因此,我们汇集了最新的财报后预测,以了解他们对明年的预期。
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After the latest results, the eight analysts covering Yealink Network Technology are now predicting revenues of CN¥5.46b in 2024. If met, this would reflect a solid 9.9% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to increase 7.3% to CN¥1.99. In the lead-up to this report, the analysts had been modelling revenues of CN¥5.38b and earnings per share (EPS) of CN¥1.93 in 2024. So the consensus seems to have become somewhat more optimistic on Yealink Network Technology's earnings potential following these results.
根据最新的数据,对亿联网络技术的八位分析师预测,2024年营业收入将达到54.6亿人民币。如果实现,与过去12个月相比,这将反映出9.9%的稳固增长。预计法定每股盈利将增长7.3%,达到1.99元人民币。在此报告发布前,分析师对2024年的营业收入预测为53.8亿人民币,每股盈利(EPS)为1.93元人民币。因此,一致意见似乎对亿联网络技术的盈利潜力更加乐观。
The consensus price target was unchanged at CN¥46.45, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic Yealink Network Technology analyst has a price target of CN¥48.50 per share, while the most pessimistic values it at CN¥43.57. This is a very narrow spread of estimates, implying either that Yealink Network Technology is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.
共识价值预期在46.45人民币保持不变,这意味着改善的盈利前景不会对股东的价值创造产生长期影响。然而,过度关注单一目标价值可能是不明智的,因为共识目标实际上是分析师目标价值的平均值。因此,一些投资者喜欢查看估值范围,以了解是否存在对公司估值存在有分歧的不同观点。最乐观的亿联网络技术分析师给出的股价目标为48.50人民币,而最悲观的则为43.57人民币。这是一个非常狭窄的估值范围,说明亿联网络技术要么是一家容易估值的公司,要么更有可能是分析师对关键假设的依赖较高。
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's clear from the latest estimates that Yealink Network Technology's rate of growth is expected to accelerate meaningfully, with the forecast 21% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 17% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 21% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Yealink Network Technology is expected to grow at about the same rate as the wider industry.
我们可以从更大的角度来看待这些预测,比如预测与过去业绩的对比,以及预测是相对于行业其他公司更看好还是更悲观。从最新的预测数据来看,亿联网络的增长率有望显著加速,预计到2024年底的年化营业收入增长率为21%,明显快于过去五年的17%。将其与同行业其他公司相比,它们预计年增长率为21%。考虑到营业收入的预期加速增长,很明显亿联网络有望与整个行业板块保持大致相同的增长率。
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 is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Yealink Network Technology's earnings potential next year. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as 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.
对我们来说最重要的是一致预期的每股收益提升,这表明了市场对亿联网络明年的盈利潜力持乐观态度。他们也重申了对营业收入的预测,预计公司的增长速度与整个行业板块保持大致相同。一致的目标价格预测没有发生实质性的改变,这表明公司的内在价值在最新的预测数据中没有发生重大变化。
With that in mind, we wouldn't be too quick to come to a conclusion on Yealink Network Technology. 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 Yealink Network Technology going out to 2026, and you can see them free on our platform here..
基于这一点,我们不应太快对亿联网络做出结论。长期盈利实力比明年的利润更为重要。在Simply Wall St,我们提供了到2026年亿联网络的全面分析师预测数据,您可以免费在我们的平台上查看。
You still need to take note of risks, for example - Yealink Network Technology has 1 warning sign we think you should be aware of.
你仍然需要注意风险,例如——亿联网络有1个警示信号,我们认为你应该注意。
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