Revenue Beat: Bluestar Adisseo Company Beat Analyst Estimates By 5.5%
Revenue Beat: Bluestar Adisseo Company Beat Analyst Estimates By 5.5%
Bluestar Adisseo Company (SHSE:600299) investors will be delighted, with the company turning in some strong numbers with its latest results. Results were good overall, with revenues beating analyst predictions by 5.5% to hit CN¥4.1b. Statutory earnings per share (EPS) came in at CN¥0.15, some 4.0% above whatthe analysts had expected. 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 collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
安迪苏公司(SHSE:600299)的投资者将会感到高兴,因为该公司的最新业绩表现强劲。 整体业绩良好,营业收入超出了分析师的预测,增长了5.5%,达到了41亿人民币。法定每股收益(EPS)为0.15元,超出分析师预期的4%。 分析师们通常会在每次财报发布时更新他们的预测,我们可以根据他们的估计来判断他们对公司的看法是否发生了变化,或者是否有新的担忧需要关注。因此,我们收集了最新的财报后法定共识估计,以查看明年的前景。
Taking into account the latest results, the current consensus from Bluestar Adisseo's four analysts is for revenues of CN¥16.3b in 2025. This would reflect a decent 9.1% increase on its revenue over the past 12 months. Per-share earnings are expected to swell 17% to CN¥0.48. In the lead-up to this report, the analysts had been modelling revenues of CN¥16.4b and earnings per share (EPS) of CN¥0.49 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year.
考虑到最新的业绩,安迪苏四位分析师的当前共识是,2025年的营业收入为163亿人民币。这将反映出过去12个月营业收入的不错增幅,增长了9.1%。 每股收益预计将增加17%,达到0.48元。 在此报告发布前,分析师们曾预测2025年的营业收入为164亿人民币,每股收益(EPS)为0.49元。 在最新业绩发布后,分析师似乎对该业务变得有些看淡,因为他们对明年每股收益的数字略有下降。
The consensus price target held steady at CN¥11.43, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Bluestar Adisseo at CN¥14.86 per share, while the most bearish prices it at CN¥8.50. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
共识价格目标保持在11.43元不变,分析师们似乎认为他们较低的预测收益不会导致股票价格在可预见的未来内下跌。 不过,还有另一种看待价格目标的方法,那就是查看分析师提出的价格目标区间,因为宽广的估计范围可能暗示出对该业务的可能结果有不同的看法。目前,最看好的分析师对安迪苏的每股估值为14.86元,而最看淡的则为8.50元。这显示出在估计中仍然存在一些多样性,但分析师们并没有完全分歧,不像这是一个成功或失败的情况。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Bluestar Adisseo's past performance and to peers in the same industry. The analysts are definitely expecting Bluestar Adisseo's growth to accelerate, with the forecast 7.2% annualised growth to the end of 2025 ranking favourably alongside historical growth of 5.3% 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 16% per year. It seems obvious that, while the future growth outlook is brighter than the recent past, Bluestar Adisseo is expected to grow slower than the wider industry.
这些估计很有趣,但在比较预测时,描绘一些更宽泛的轮廓是有用的,既要与安迪苏的过去表现进行比较,也要与同一行业的同行进行比较。分析师们显然预计安迪苏的增长将加速,预计到2025年底年化增长为7.2%,与过去五年每年5.3%的历史增长相比较为有利。相比之下,我们的数据表明,在类似行业内的其他公司(有分析师覆盖)预计将以每年16%的速度增长营业收入。显然,尽管未来的增长前景比最近的过去更为光明,但安迪苏的增长预计将低于更广泛的行业。
The Bottom Line
结论
The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Bluestar Adisseo. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Bluestar Adisseo's revenue is expected to perform worse 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.
最大的担忧是分析师们下调了每股收益的预期,暗示安迪苏可能面临业务阻力。幸运的是,分析师们也重新确认了他们的营业收入预期,表明其与预期一致。尽管我们的数据确实表明安迪苏的营业收入预计表现将逊于更广泛的行业。共识价格目标没有实质性变化,表明业务的内在价值在最新估计中没有发生重大变化。
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Bluestar Adisseo going out to 2026, and you can see them free on our platform here.
考虑到这一点,我们仍然认为业务的长期轨迹对于投资者而言更为重要。我们对安迪苏的预测一直延续到2026年,您可以在我们的平台上免费的查看。
It might also be worth considering whether Bluestar Adisseo's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.
值得考虑的是,使用Simply Wall St平台上的我们的债务分析工具,您可以判断Bluestar Adisseo的债务负担是否合适。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
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.
对本文有反馈?对内容有疑虑?请直接与我们联系。或者,发送电子邮件至 editorial-team (at) simplywallst.com。
这篇来自Simply Wall St的文章是一般性的。我们根据历史数据和分析师预测提供评论,采用无偏见的方法,我们的文章并不旨在提供财务建议。它不构成对任何股票的买入或卖出建议,也未考虑到您的目标或财务状况。我们旨在为您提供以基本数据驱动的长期分析。请注意,我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St在提到的任何股票中均没有持仓。