Upgrade: Analysts Just Made A Meaningful Increase To Their ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Forecasts
Upgrade: Analysts Just Made A Meaningful Increase To Their ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Forecasts
ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's statutory forecasts. The consensus statutory numbers for both revenue and earnings per share (EPS) increased, with their view clearly much more bullish on the company's business prospects.
ZIm綜合航運服務有限公司(紐交所:ZIM)的股東們將有理由微笑,分析師們對今年的財務預測做出了實質性升級。對營業收入和每股收益(EPS)的共識數字都有所增加,他們明顯對公司業務前景更爲看好。
After this upgrade, ZIM Integrated Shipping Services' five analysts are now forecasting revenues of US$7.7b in 2024. This would be a sizeable 29% improvement in sales compared to the last 12 months. Losses are expected to turn into profits real soon, with the analysts forecasting US$12.03 in per-share earnings. Before this latest update, the analysts had been forecasting revenues of US$6.9b and earnings per share (EPS) of US$7.31 in 2024. There has definitely been an improvement in perception recently, with the analysts substantially increasing both their earnings and revenue estimates.
經過這次升級,ZIm綜合航運服務的五位分析師預測,2024年收入將達到77億美元。與過去12個月相比,這將是銷售額大幅提升的29%。預計虧損將很快轉爲盈利,分析師們預測每股收益將達到12.03美元。在此最新的更新之前,分析師們此前預測2024年的營業收入爲69億美元,每股收益爲7.31美元。近期在人們的認知中明顯出現了改善,分析師大幅增加了其盈利和營收預估。
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Although the analysts have upgraded their earnings estimates, there was no change to the consensus price target of US$17.87, suggesting that the forecast performance does not have a long term impact on the company's valuation.
儘管分析師們提高了盈利預估,但對於17.87美元的共識目標價沒有任何變化,這表明預測績效不會對該公司的估值產生長期影響。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the ZIM Integrated Shipping Services' past performance and to peers in the same industry. The analysts are definitely expecting ZIM Integrated Shipping Services' growth to accelerate, with the forecast 65% annualised growth to the end of 2024 ranking favourably alongside historical growth of 16% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue shrink 0.2% per year. So it's clear with the acceleration in growth, ZIM Integrated Shipping Services is expected to grow meaningfully faster than the wider industry.
這些預測很有趣,但當比較預測結果時,對於ZIm綜合航運服務過去的表現以及同行業公司的對比還可以進行更廣泛的論述。分析師們明顯預期ZIm綜合航運服務的增長將加速,預計到2024年年底,65%的年化增長率將位居同行業過去五年平均年化增長16%的水平之上。相比之下,我們的數據顯示,同行業其他(有分析師覆蓋的)公司預計其收入年均下降0.2%。因此,顯然,隨着增長的加速,ZIm綜合航運服務預計將比整個行業增長更快。
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 biggest takeaway for us from these new estimates is that analysts upgraded their earnings per share estimates, with improved earnings power expected for this year. Fortunately, they also upgraded their revenue estimates, and our data indicates sales are expected to perform better than the wider market. Some investors might be disappointed to see that the price target is unchanged, but we feel that improving fundamentals are usually a positive - assuming these forecasts are met! So ZIM Integrated Shipping Services could be a good candidate for more research.
從這些新的預估中我們獲得的最重要的觀點是,分析師們升級了每股收益的預估,預計今年的盈利能力將得到改善。幸運的是,他們還提升了營業收入的預估,並且我們的數據表明銷售額預計將超過整個市場。一些投資者可能對價格目標沒有變化感到失望,但我們認爲,改善的基本面通常是一個積極的因素-前提是這些預測能夠實現!因此,ZIm綜合航運服務可能是更深入研究的一個好候選。
Still, 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 ZIM Integrated Shipping Services going out to 2026, and you can see them free on our platform here..
然而,業務的長期前景比明年的盈利要重要得多。在Simply Wall St,我們有ZIm綜合航運服務到2026年的一整套分析師估計,您可以在我們的平台上免費查看。
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are upgrading their estimates. So you may also wish to search this free list of stocks with high insider ownership.
當然,看到公司高管將大量資金投入股票與分析師是否升級他們的估計同樣有用。因此,您可能還希望搜索此高內部持股的股票免費名單。
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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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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。