Suzhou Weizhixiang Food Co., Ltd. Recorded A 5.9% Miss On Revenue: Analysts Are Revisiting Their Models
Suzhou Weizhixiang Food Co., Ltd. Recorded A 5.9% Miss On Revenue: Analysts Are Revisiting Their Models
Suzhou Weizhixiang Food Co., Ltd. (SHSE:605089) last week reported its latest quarterly results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. Revenues came in 5.9% below expectations, at CN¥183m. Statutory earnings per share were relatively better off, with a per-share profit of CN¥0.98 being roughly in line with analyst estimates. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
苏州伟志祥食品股份有限公司(SHSE:605089)上周公布了最新的季度业绩,这使得投资者有一个很好的机会深入研究并查看业务是否符合预期。营业收入低于预期5.9%,为人民币18300万。每股收益相对较好,每股盈利为人民币0.98,基本与分析师的估计相符。对于投资者来说,这是一个重要的时刻,他们可以通过报告追踪公司的表现,查看专家对明年的预测,并了解业务预期是否有任何变化。考虑到这一点,我们收集了最新的法定预测,看看分析师对明年有什么期望。

After the latest results, the four analysts covering Suzhou Weizhixiang Food are now predicting revenues of CN¥719.0m in 2025. If met, this would reflect a reasonable 4.1% improvement in revenue compared to the last 12 months. Per-share earnings are expected to swell 18% to CN¥0.83. Yet prior to the latest earnings, the analysts had been anticipated revenues of CN¥721.0m and earnings per share (EPS) of CN¥1.63 in 2025. The analysts seem to have become more bearish following the latest results. While there were no changes to revenue forecasts, there was a pretty serious reduction to EPS estimates.
在最新的结果公布后,覆盖苏州伟志祥食品的四位分析师预测其2025年营业收入为人民币71900万。如果实现,这将反映出营收相比过去12个月合理增长了4.1%。每股收益预计将增长18%,达到人民币0.83。然而,在最新盈利公布之前,分析师们曾预测2025年的营业收入为人民币72100万,每股收益(EPS)为人民币1.63。分析师们似乎在最新业绩后变得更加看淡。尽管营收预测没有变化,但对EPS预期却有相当严重的下调。
Althoughthe analysts have revised their earnings forecasts for next year, they've also lifted the consensus price target 5.3% to CN¥19.07, suggesting the revised estimates are not indicative of a weaker long-term future for the business. 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. Currently, the most bullish analyst values Suzhou Weizhixiang Food at CN¥20.00 per share, while the most bearish prices it at CN¥13.90. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Suzhou Weizhixiang Food shareholders.
尽管分析师已修订了明年的盈利预测,但他们还将共识目标价上调了5.3%,至人民币19.07,表明修订后的预测并不表明业务的长期未来更疲弱。然而,过度关注单一目标价可能不明智,因为共识目标实际上是分析师目标价的平均值。因此,一些投资者喜欢查看预测范围,以查看对公司估值有哪些不同意见。目前,最看好的分析师认为苏州伟志祥食品的价值为人民币20.00每股,而最看淡的将其定价为人民币13.90。分析师对该业务肯定有不同的看法,但在我们看来,这些估计的差距不足以表明极端的结果可能等待着苏州伟志祥食品的股东。
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. It's pretty clear that there is an expectation that Suzhou Weizhixiang Food's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 3.3% growth on an annualised basis. This is compared to a historical growth rate of 6.5% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 11% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Suzhou Weizhixiang Food.
从更大的角度来看,我们可以通过将这些预测与过去的业绩和行业增长预期进行比较来理解这些预测。很明显,人们预计苏州味之香食品的营业收入增长将大幅放缓,预计到2025年底,年化基础上呈现3.3%的增长。与过去五年的历史增长率6.5%相比。与行业中其他公司(有分析师预测)进行比较,预计其年营收增长率为11%。所以很明显,虽然营业收入增长预计将放缓,但更广泛的行业也预计将增长速度快于苏州味之香食品。
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. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse 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.
最重要的一点是,分析师降低了每股收益预测,显示这些业绩数据后出现了明显的情绪下降。好的方面是,营业收入的预测没有发生大的变化,但预测表明, Louisiana-Pacific 的表现仍将劣于广泛行业,营收表现也不会比同行业公司更佳。此外,价格目标得到了良好的增长,分析师显然认为公司的内在价值正在提高。
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Suzhou Weizhixiang Food going out to 2026, and you can see them free on our platform here..
记住这一点,我们仍然认为业务的长期趋势对投资者而言更为重要。在Simply Wall St,我们对苏州味之香食品到2026年的所有分析师预估都有完整范围,您可以免费在我们的平台上查看。
It is also worth noting that we have found 1 warning sign for Suzhou Weizhixiang Food that you need to take into consideration.
值得注意的是,我们发现苏州伟之香食品有1个警示信号,您需要考虑。
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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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