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What You Need To Know About The Hoymiles Power Electronics Inc. (SHSE:688032) Analyst Downgrade Today

What You Need To Know About The Hoymiles Power Electronics Inc. (SHSE:688032) Analyst Downgrade Today

關於Hoymiles Power Electronics Inc.(SHSE:688032)分析師今天的降級,你需要了解什麼
Simply Wall St ·  09/07 06:38

Today is shaping up negative for Hoymiles Power Electronics Inc. (SHSE:688032) shareholders, with the analysts delivering a substantial negative revision to this year's forecasts. There was a fairly draconian cut to their revenue estimates, perhaps an implicit admission that previous forecasts were much too optimistic.

對Hoymiles Power Electronics Inc.(SHSE:688032)股東來說,今天的形勢變得不太好,分析師對今年的預測進行了相當大的負向修正。他們對營業收入的預估大幅削減,可能是對之前的預測過於樂觀的一種暗示。

After the downgrade, the five analysts covering Hoymiles Power Electronics are now predicting revenues of CN¥2.6b in 2024. If met, this would reflect a substantial 39% improvement in sales compared to the last 12 months. Before the latest update, the analysts were foreseeing CN¥2.9b of revenue in 2024. The consensus view seems to have become more pessimistic on Hoymiles Power Electronics, noting the measurable cut to revenue estimates in this update.

在下調評級後,現在有五位分析師預測Hoymiles Power Electronics在2024年的營業收入爲26億元。如果實現,這將比過去12個月的銷售額大幅提高39%。在最新的更新之前,分析師預測2024年的營業收入爲29億元。共識觀點似乎對Hoymiles Power Electronics變得更加悲觀,注意到這一更新中營業收入預估的明顯削減。

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SHSE:688032 Earnings and Revenue Growth September 6th 2024
SHSE:688032收益和營業收入增長2024年9月6日

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Hoymiles Power Electronics' growth to accelerate, with the forecast 92% annualised growth to the end of 2024 ranking favourably alongside historical growth of 37% per annum over the past three years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 16% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Hoymiles Power Electronics to grow faster than the wider industry.

當然,另一種看待這些預測的方式是將它們與行業本身進行比較。分析師們確實預計Hoymiles Power Electronics的增長將加速,預計到2024年底的年化增長率將達到92%,這與過去三年的年化增長率37%相比,表現出色。相比之下,我們的數據顯示,在類似行業中受分析師關注的其他公司預計每年增長16%的營業收入。顯然,儘管增長前景比過去更加光明,但分析師還是預期Hoymiles Power Electronics的增長速度將快於整個行業。

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 to take away is that analysts cut their revenue estimates for this year. They're also forecasting more rapid revenue growth than the wider market. Overall, given the drastic downgrade to this year's forecasts, we'd be feeling a little more wary of Hoymiles Power Electronics going forwards.

我們從中最重要的一點是分析師們下調了今年的收入預期。他們還預測Hoymiles Power Electronics的收入增長速度將快於更廣泛的市場。總的來說,鑑於今年的預測大幅下調,我們會對Hoymiles Power Electronics的前景感到更加警惕。

After a downgrade like this, it's pretty clear that previous forecasts were too optimistic. What's more, we've spotted several possible issues with Hoymiles Power Electronics' business, like its declining profit margins. For more information, you can click here to discover this and the 1 other risk we've identified.

像這樣的下調後,很明顯之前的預測過於樂觀。更重要的是,我們注意到Hoymiles Power Electronics的業務存在一些可能的問題,比如其利潤率下降。如需更多信息,您可以點擊這裏了解此問題以及我們發現的其他1個風險。

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跟蹤管理層是購買還是銷售,是尋找可能達到關鍵點的有趣公司的另一種方法,我們的免費公司列表由內部支持的增長公司組成。

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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。

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