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The NAURA Technology Group Co., Ltd. (SZSE:002371) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

The NAURA Technology Group Co., Ltd. (SZSE:002371) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

北方华创科技集团股份有限公司(SZSE:002371)第三季度业绩出炉,分析师已发布新的预测
Simply Wall St ·  2024/11/02 20:38

NAURA Technology Group Co., Ltd. (SZSE:002371) 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. The result was positive overall - although revenues of CN¥8.0b were in line with what the analysts predicted, NAURA Technology Group surprised by delivering a statutory profit of CN¥3.14 per share, modestly greater than expected. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

NAURA Technology Group有限公司(SZSE:002371)上周公布了其最新的季度业绩,这是投资者深入了解该业务表现是否符合预期的好时机。总体业绩是积极的——尽管80元人民币的收入与分析师的预测一致,但NAURA Technology Group出人意料地实现了每股3.14元人民币的法定利润,略高于预期。根据结果,分析师更新了他们的盈利模式,很高兴知道他们是否认为公司的前景发生了巨大变化,或者业务是否照旧。我们认为,读者会发现分析师对明年最新(法定)财报后的预测很有趣。

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SZSE:002371 Earnings and Revenue Growth November 3rd 2024
SZSE: 002371 2024 年 11 月 3 日收益和收入增长

After the latest results, the 22 analysts covering NAURA Technology Group are now predicting revenues of CN¥39.0b in 2025. If met, this would reflect a substantial 40% improvement in revenue compared to the last 12 months. Per-share earnings are expected to surge 39% to CN¥14.33. In the lead-up to this report, the analysts had been modelling revenues of CN¥39.0b and earnings per share (EPS) of CN¥14.24 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.

根据最新业绩,涵盖NAURA Technology Group的22位分析师现在预测2025年的收入为390元人民币。如果得到满足,这将反映出与过去12个月相比收入大幅增长40%。预计每股收益将激增39%,至14.33元人民币。在本报告发布之前,分析师一直在模拟2025年的收入为390元人民币,每股收益(EPS)为14.24元人民币。因此,很明显,尽管分析师已经更新了估计,但在最新业绩公布后,对该业务的预期没有重大变化。

There were no changes to revenue or earnings estimates or the price target of CN¥421, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on NAURA Technology Group, with the most bullish analyst valuing it at CN¥503 and the most bearish at CN¥354 per share. 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 NAURA Technology Group shareholders.

收入或收益预期或421元人民币的目标股价没有变化,这表明该公司在最近的业绩中达到了预期。共识目标股价只是个别分析师目标的平均值,因此——可以很方便地看到基础估计值的范围有多广。对NAURA Technology Group的看法有所不同,最看涨的分析师将其估值为503元人民币,最看跌的为每股354元人民币。分析师对该业务的看法肯定各不相同,但我们认为,估计的分歧还不够广泛,不足以表明NAURA Technology Group股东可能会有极端的结果。

Of course, another way to look at these forecasts is to place them into context against the industry itself. We can infer from the latest estimates that forecasts expect a continuation of NAURA Technology Group'shistorical trends, as the 31% annualised revenue growth to the end of 2025 is roughly in line with the 39% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 24% annually. So although NAURA Technology Group is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

当然,看待这些预测的另一种方法是将它们与行业本身联系起来。我们可以从最新估计中推断,预测预计NAURA Technology Group的历史趋势将延续,因为到2025年底的31%的年化收入增长与过去五年39%的年增长率大致一致。相比之下,分析师估计(总计),整个行业的收入将每年增长24%。因此,尽管预计NAURA Technology Group将保持其收入增长率,但其增长速度肯定会超过整个行业。

The Bottom Line

底线

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. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster 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.

最明显的结论是,该业务的前景最近没有重大变化,分析师的收益预测保持稳定,与先前的估计一致。幸运的是,他们还再次确认了收入数字,表明收入符合预期。此外,我们的数据表明,收入的增长速度预计将快于整个行业。共识目标股价没有实际变化,这表明该业务的内在价值与最新估计相比没有发生任何重大变化。

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for NAURA Technology Group going out to 2026, and you can see them free on our platform here..

根据这种思路,我们认为该业务的长期前景比明年的收益重要得多。在Simply Wall St,我们有分析师对NAURA Technology Group到2026年的全方位估计,你可以在我们的平台上免费看到这些估计。

You should always think about risks though. Case in point, we've spotted 1 warning sign for NAURA Technology Group you should be aware of.

但是,你应该时刻考虑风险。举个例子,我们发现了你应该注意的NAURA Technology Group的1个警告信号。

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.

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Simply Wall St 的这篇文章本质上是笼统的。我们仅使用公正的方法提供基于历史数据和分析师预测的评论,我们的文章并非旨在提供财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不会考虑最新的价格敏感型公司公告或定性材料。华尔街只是没有持有上述任何股票的头寸。

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