Analysts Have Made A Financial Statement On Zhejiang Supor Co., Ltd.'s (SZSE:002032) Third-Quarter Report
Analysts Have Made A Financial Statement On Zhejiang Supor Co., Ltd.'s (SZSE:002032) Third-Quarter Report
Last week saw the newest third-quarter earnings release from Zhejiang Supor Co., Ltd. (SZSE:002032), an important milestone in the company's journey to build a stronger business. Zhejiang Supor reported in line with analyst predictions, delivering revenues of CN¥5.5b and statutory earnings per share of CN¥0.62, suggesting the business is executing well and in line with its plan. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
上週,蘇泊爾股份有限公司(SZSE:002032)發佈了最新的第三季度營業收入。 這是該公司構建更強業務的重要里程碑。蘇泊爾的營業收入達到了人民幣55億,每股收益爲人民幣0.62,與分析師的預測一致,表明公司運營良好,符合計劃。分析師通常會在每份盈利報告中更新他們的預測,我們可以從他們的估計中判斷他們對公司的看法是否發生了變化,或者是否有任何新的問題需要注意。我們認爲讀者會發現有趣的是查看分析師對明年最新(法定)盈餘的預測。
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Taking into account the latest results, the current consensus from Zhejiang Supor's 18 analysts is for revenues of CN¥24.2b in 2025. This would reflect a satisfactory 7.8% increase on its revenue over the past 12 months. Per-share earnings are expected to rise 9.9% to CN¥3.10. Before this earnings report, the analysts had been forecasting revenues of CN¥24.3b and earnings per share (EPS) of CN¥3.13 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.
考慮到最新的結果,蘇泊爾的18名分析師目前達成共識,預計2025年營業收入將達到人民幣242億。 這將反映出過去12個月營業收入滿意增長了7.8%。預計每股收益將增長9.9%至人民幣3.10。在這份盈利報告之前,分析師們一直在預測2025年的營業收入爲人民幣243億,每股收益爲人民幣3.13。很顯然,儘管分析師已更新其估算,但在最新結果發佈後,對業務的期望並未發生重大變化。
It will come as no surprise then, to learn that the consensus price target is largely unchanged at CN¥58.02. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Zhejiang Supor at CN¥76.40 per share, while the most bearish prices it at CN¥48.00. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.
因此,毫不奇怪,共識價格目標基本保持不變爲人民幣58.02。然而,從這些數據中我們還可以得出其他結論,因爲一些投資者在評估分析師的價格目標時還喜歡考慮估算的範圍。目前,最看好的分析師認爲蘇泊爾的每股價值爲人民幣76.40,而最看淡的價格則爲人民幣48.00。正如您所見,分析師並不完全就該股票未來達成一致意見,但估算範圍仍然相當狹窄,這可能表明結果並非完全不可預測。
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 Zhejiang Supor's rate of growth is expected to accelerate meaningfully, with the forecast 6.2% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 3.1% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to see revenue growth of 8.1% annually. It seems obvious that, while the future growth outlook is brighter than the recent past, Zhejiang Supor is expected to grow slower than the wider industry.
了解這些預測更多背景的一種方法是比較它們與過去表現以及同行業其他公司的表現。從最新的預測數據可以明顯看出,蘇泊爾的增長速度預計將明顯加快,2025年底年化營業收入增長預計爲6.2%,明顯快於過去五年3.1%的歷史增長率。將其與同行業的其他公司相比,這些公司預計年均營收增長率爲8.1%。很明顯,儘管未來的增長前景比最近的過去要好,但預計蘇泊爾的增長速度將低於整個行業。
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 there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Zhejiang Supor's revenue is expected to perform worse than the wider industry. The consensus price target held steady at CN¥58.02, with the latest estimates not enough to have an impact on their price targets.
最重要的是,情緒沒有發生重大變化,分析師再次確認業務績效與他們之前的每股收益預期一致。幸運的是,分析師還確認了他們的營業收入預期,暗示其與市場預期保持一致。儘管我們的數據顯示,蘇泊爾的營業收入預計表現將不如整個行業。共識價位目標穩定在58.02元人民幣,最新預期不足以對他們的價位目標產生影響。
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 Zhejiang Supor going out to 2026, and you can see them free on our platform here..
接着這種想法,我們認爲業務的長期前景比明年的收益更爲重要。在Simply Wall St,我們對蘇泊爾2026年的分析師預期有完整的範圍,您可以在我們的平台上免費查看。
Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Zhejiang Supor that you should be aware of.
不要忘記可能仍然存在風險。例如,我們已經發現了蘇泊爾的1個警示跡象,您應該注意。
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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.
對這篇文章有反饋嗎?對內容感到擔憂嗎?請直接與我們聯繫。或者,發送電子郵件至editorial-team @ simplywallst.com。
Simply Wall St的這篇文章是一般性質的。我們僅基於歷史數據和分析師預測提供評論,使用公正的方法,我們的文章並非意在提供財務建議。這並不構成買入或賣出任何股票的建議,並且不考慮您的目標或財務狀況。我們旨在爲您帶來基於基礎數據驅動的長期聚焦分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall St對提及的任何股票都沒有持倉。