Nuode New Materials Co.,Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
Nuode New Materials Co.,Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
The analysts might have been a bit too bullish on Nuode New Materials Co.,Ltd. (SHSE:600110), given that the company fell short of expectations when it released its annual results last week. It wasn't a great result overall - while revenue fell marginally short of analyst estimates at CN¥4.6b, statutory earnings missed forecasts by an incredible 26%, coming in at just CN¥0.017 per share. 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've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
分析師可能對諾德新材料公司過於看好。, Ltd.(上海證券交易所股票代碼:600110),因爲該公司在上週發佈年度業績時未達到預期。總體而言,這並不是一個好業績——儘管收入略低於分析師預期的46億元人民幣,但法定收益未達到預期的26%,每股收益僅爲0.017元人民幣。根據結果,分析師更新了他們的盈利模式,很高興知道他們是否認爲公司的前景發生了巨大變化,或者業務是否照舊。根據這些結果,我們收集了最新的法定預測,以了解分析師是否改變了盈利模式。
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240412/0-5041fe75d730d8ab5b7c381bb871c889-0-0e50f548d5481119deab88a9cd735487.png/big)
Taking into account the latest results, the current consensus from Nuode New MaterialsLtd's dual analysts is for revenues of CN¥6.17b in 2024. This would reflect a major 35% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to jump 51% to CN¥0.024. In the lead-up to this report, the analysts had been modelling revenues of CN¥5.50b and earnings per share (EPS) of CN¥0.025 in 2024. While revenue forecasts have increased substantially, the analysts are a little more pessimistic on earnings, suggesting that the growth does not come without cost.
考慮到最新業績,Nuode新材料有限公司的雙重分析師目前的共識是,2024年的收入爲61.7億元人民幣。這將反映其收入在過去12個月中大幅增長了35%。預計每股法定收益將增長51%,至0.024元人民幣。在本報告發布之前,分析師一直在模擬2024年的收入爲550億元人民幣,每股收益(EPS)爲0.025元人民幣。儘管收入預測已大幅提高,但分析師對收益更爲悲觀,這表明增長不是沒有成本的。
There's been no major changes to the price target of CN¥4.55, suggesting that the impact of higher forecast revenue and lower earnings won't result in a meaningful change to the business' valuation.
4.55元人民幣的目標股價沒有重大變化,這表明更高的預測收入和較低的收益的影響不會導致企業估值發生有意義的變化。
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's clear from the latest estimates that Nuode New MaterialsLtd's rate of growth is expected to accelerate meaningfully, with the forecast 35% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 21% p.a. 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 18% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Nuode New MaterialsLtd is expected to grow much faster than its industry.
了解這些預測的更多背景信息的一種方法是研究它們與過去的業績相比如何,以及同一行業中其他公司的表現。從最新估計中可以明顯看出,Nuode New MaterialsLTD的增長率預計將大幅加快,預計到2024年底的年化收入增長率爲35%,將明顯快於其過去五年中每年21%的歷史增長。相比之下,我們的數據表明,預計類似行業的其他公司(有分析師報道)的收入將以每年18%的速度增長。考慮到收入增長的預測,很明顯,Nuode New MaterialsLtd的增長速度預計將比其行業快得多。
The Bottom Line
底線
The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Nuode New MaterialsLtd. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. The consensus price target held steady at CN¥4.55, with the latest estimates not enough to have an impact on their price targets.
最大的擔憂是,分析師下調了每股收益預期,這表明Nuode New MaterialsLtd可能會面臨業務不利因素。令人高興的是,他們還上調了收入預期,並預測其增長速度將超過整個行業。共識目標股價穩定在4.55元人民幣,最新估計不足以對其目標股價產生影響。
With that in mind, we wouldn't be too quick to come to a conclusion on Nuode New MaterialsLtd. Long-term earnings power is much more important than next year's profits. We have analyst estimates for Nuode New MaterialsLtd going out as far as 2026, and you can see them free on our platform here.
考慮到這一點,我們不會很快就Nuode New MaterialsLtd得出結論。長期盈利能力比明年的利潤重要得多。分析師估計,Nuode New MaterialsLtd的上市時間將持續到2026年,你可以在我們的平台上免費查看。
However, before you get too enthused, we've discovered 3 warning signs for Nuode New MaterialsLtd (2 are concerning!) that you should be aware of.
但是,在你變得太熱情之前,我們已經發現了 Nuode New MaterialsLtd 的 3 個警告信號(2 個令人擔憂!)你應該注意的。
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Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。