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Ningbo Tuopu Group Co.,Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Ningbo Tuopu Group Co.,Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

拓普集团有限公司刚刚录得每股收益超出16%:分析师们接下来的预测
Simply Wall St ·  2024/10/31 08:51

As you might know, Ningbo Tuopu Group Co.,Ltd. (SHSE:601689) just kicked off its latest quarterly results with some very strong numbers. It was overall a positive result, with revenues beating expectations by 3.7% to hit CN¥7.1b. Ningbo Tuopu GroupLtd reported statutory earnings per share (EPS) CN¥0.46, which was a notable 16% above what the analysts had forecast. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

正如您可能知道的那样,拓普集团股份有限公司(SHSE:601689)刚刚发布了最新的季度财报,数据非常强劲。总体而言,这是一个积极的结果,营业收入超出预期3.7%,达到了人民币71亿。拓普集团报告的每股收益为人民币0.46,比分析师预测的高出16%。这对投资者来说是一个重要的时刻,因为他们可以通过报告追踪公司的业绩,看看专家们对明年的预测是什么,以及业务预期是否有任何变化。因此,我们汇总了最新的报告后预测,看看估计对明年有何预期。

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SHSE:601689 Earnings and Revenue Growth October 31st 2024
SHSE:601689 2024年10月31日收益和营业收入增长

Taking into account the latest results, the current consensus from Ningbo Tuopu GroupLtd's 23 analysts is for revenues of CN¥34.0b in 2025. This would reflect a major 37% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to shoot up 36% to CN¥2.25. In the lead-up to this report, the analysts had been modelling revenues of CN¥34.1b and earnings per share (EPS) of CN¥2.24 in 2025. 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.

考虑到最新的结果,拓普集团股份有限公司的23位分析师目前一致预测2025年营业收入将达到340亿人民币。这将反映过去12个月收入大幅增长37%。预计每股收益将上升36%,达到2.25人民币。在本次报告之前,分析师们一直在模拟2025年的营业收入为341亿人民币,每股收益为2.24人民币。因此,尽管分析师已更新其估算,但在最新的结果出来后,业务预期并没有发生重大变化。

The consensus price target rose 5.9% to CN¥55.63despite there being no meaningful change to earnings estimates. It could be that the analystsare reflecting the predictability of Ningbo Tuopu GroupLtd's earnings by assigning a price premium. 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. The most optimistic Ningbo Tuopu GroupLtd analyst has a price target of CN¥65.70 per share, while the most pessimistic values it at CN¥45.00. 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.

尽管盈利预期没有实质性变化,但共识价格目标上调了5.9%,达到55.63人民币,这可能是因为分析师认为给予了拓普集团股份有限公司盈利的可预测性,从而给予了价格溢价。然而,从这些数据中我们还可以得出其他结论,因为一些投资者在评估分析师的价格目标时也喜欢考虑预测价值的差距。拓普集团股份有限公司最乐观的分析师以每股65.70人民币的目标价值,而最悲观的则为45.00人民币。这些价格目标显示,分析师对业务有一些不同看法,但估算并不足以让我们相信有些人在押注极致成功或彻底失败。

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. We can infer from the latest estimates that forecasts expect a continuation of Ningbo Tuopu GroupLtd'shistorical trends, as the 28% annualised revenue growth to the end of 2025 is roughly in line with the 32% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 18% per year. So although Ningbo Tuopu GroupLtd is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

从更大的图景来看,我们理解这些预测的方式之一是将其与过去的表现和行业增长预期进行对比。我们可以推断从最新的预测中,预测预计宁波拓普集团的历史趋势将延续,因为到2025年底的年化营业收入增长率为28%,大致与过去五年32%的年增长率相当。相比之下,我们的数据显示,同一行业中其他公司(有分析师覆盖)的预测将每年增长18%。因此,虽然预计宁波拓普集团将保持其营业收入增长率,但预计它将比整个行业增长得更快。

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. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

最明显的结论是,最近业务前景没有发生重大变化,分析师们维持他们的盈利预测稳定,与之前的估计一致。令人高兴的是,营收预测没有发生重大变化,公司仍然预计会比整个行业增长得更快。价格目标也有不错的增长,分析师明显感到业务的内在价值正在提高。

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Ningbo Tuopu GroupLtd analysts - going out to 2026, and you can see them free on our platform here.

话虽如此,公司收益的长期轨迹比明年更重要。我们有来自多位宁波拓普集团分析师的预测 - 一直到2026年,您可以在我们的平台上免费查看。

Don't forget that there may still be risks. For instance, we've identified 3 warning signs for Ningbo Tuopu GroupLtd (1 is potentially serious) you should be aware of.

不要忘记可能仍然存在风险。例如,我们已经确定了宁波拓普集团的3个警告信号(其中1个可能很严重),您应该注意。

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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.

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