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Bosideng International Holdings Limited Beat Revenue Forecasts By 10%: Here's What Analysts Are Forecasting Next

Bosideng International Holdings Limited Beat Revenue Forecasts By 10%: Here's What Analysts Are Forecasting Next

bosideng b2412超過營業收入預測10%:這是分析師的下一個預測。
Simply Wall St ·  06/28 18:20

Bosideng International Holdings Limited (HKG:3998) investors will be delighted, with the company turning in some strong numbers with its latest results. It was a positive result, with revenues and statutory earnings per share (EPS) both performing well. Revenues were 10% higher than the analysts had forecast, at CN¥23b, while EPS of CN¥0.27 beat analyst models by 7.4%. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Bosideng International Holdings after the latest results.

Bosideng B2412(HKG:3998)的投資者將會感到高興,因爲公司公佈了最新業績數據,截至目前,公司的收入和每股收益(EPS)都表現不俗。收入比分析師預測要高10%,達到230億元人民幣,而每股收益爲0.27元人民幣,比分析師模型高出7.4%。 隨着結果的公佈,分析師們更新了他們的收益模型,現在讓我們看看他們是否認爲公司前景有了強勁的變化,還是像往常一樣。讀者將會很高興地得知我們彙集了最新的財務預測,以了解最新業績後分析師是否對Bosideng B2412有所改變。

earnings-and-revenue-growth
SEHK:3998 Earnings and Revenue Growth June 28th 2024
2024年6月28日SEHK:3998的收入和營業收入增長

After the latest results, the 20 analysts covering Bosideng International Holdings are now predicting revenues of CN¥26.6b in 2025. If met, this would reflect a solid 14% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to expand 18% to CN¥0.33. In the lead-up to this report, the analysts had been modelling revenues of CN¥24.4b and earnings per share (EPS) of CN¥0.30 in 2025. So it seems there's been a definite increase in optimism about Bosideng International Holdings' future following the latest results, with a substantial gain in the earnings per share forecasts in particular.

最新業績後,覆蓋Bosideng B2412的20位分析師預測其營業收入將在2025年達到266億元人民幣,如實現,這將反映出相比於過去12個月,公司營收增長了14%。每股收益預計將擴大18%,達到0.33元人民幣。 在此報告發布前,分析師曾預測2025年Bosideng B2412的營業收入爲244億元人民幣,每股收益爲0.30元人民幣。因此,看起來Bosideng B2412最新業績後,分析師對公司未來的樂觀性有明顯提升,尤其是每股收益預測方面大幅增加。

It will come as no surprise to learn that the analysts have increased their price target for Bosideng International Holdings 7.9% to HK$5.44on the back of these upgrades. 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. There are some variant perceptions on Bosideng International Holdings, with the most bullish analyst valuing it at HK$6.60 and the most bearish at HK$4.30 per share. 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.

毫不奇怪,分析師們已經將Bosideng B2412的目標價格上調7.9%,達到HK $5.44,基於這些升級的內容。還有一種考慮目標價格的方法,那就是看分析師提出的價格目標範圍,因爲衆多的估計可能表明對業務可能結果的看法不一。對於Bosideng B2412存在幾種觀點,最看好的分析師將其價值定在HK $6.60,最看淡的則在每股HK $4.30。這表明估值依然存在多樣性,但分析師們似乎並沒有完全分歧於該股票,不認爲它會有成敗之勢。

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 14% growth on an annualised basis. That is in line with its 14% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 9.4% annually. So although Bosideng International Holdings is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

現在回顧更大的局面,了解這些預測的一種方法是將其與過去的業績和行業增長預測進行比較。分析師預測,2025年營業收入將以年複合增長率14%的速度增長,這與其過去五年的14%年平均增長率相一致。將其與整個行業的增長相比較,分析師的估計表明,整個行業的營收年均增長率爲9.4%。因此,儘管預計Bosideng B2412將保持其營收增長率,但肯定會比整個行業增長得更快。

The Bottom Line

最重要的事情是分析師增加了它對下一年每股虧損的估計。令人欣慰的是,營收預測未發生重大變化,業務仍有望比整個行業增長更快。共識價格目標穩定在28.50美元,最新估計不足以對價格目標產生影響。

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Bosideng International Holdings following these results. Happily, they also upgraded their revenue estimates, and are forecasting them 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.

最重要的是,分析師們上調了Bosideng B2412的每股收益預期,這表明在這些業績後,對Bosideng B2412的樂觀情緒明顯增強。令人高興的是,他們還提高了收益預期,並預測其將增長速度快於整個行業。目標價格也有不錯的增長,分析師們明顯感到企業內在價值正在改善。

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Bosideng International Holdings going out to 2027, and you can see them free on our platform here.

儘管明年的經營情況重要,但公司收益的長期軌跡要比明年的重要得多。我們對Bosideng B2412預測到2027年,可以在我們的平台上免費查看。

However, before you get too enthused, we've discovered 2 warning signs for Bosideng International Holdings that you should be aware of.

然而,在您對Bosideng B2412感到太興奮之前,我們已經發現了兩個警告信號,您應該注意。

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.

對本文有反饋?關於內容有所顧慮?直接和我們聯繫。或電郵 editorial-team (at) simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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