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Revenue Beat: Bluestar Adisseo Company Beat Analyst Estimates By 5.5%

Revenue Beat: Bluestar Adisseo Company Beat Analyst Estimates By 5.5%

營業收入超過:安迪蘇公司超過分析師預估5.5%
Simply Wall St ·  2024/11/01 07:12

Bluestar Adisseo Company (SHSE:600299) investors will be delighted, with the company turning in some strong numbers with its latest results. Results were good overall, with revenues beating analyst predictions by 5.5% to hit CN¥4.1b. Statutory earnings per share (EPS) came in at CN¥0.15, some 4.0% above whatthe analysts had expected. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

安迪蘇公司(SHSE:600299)的投資者將會感到高興,該公司在最新業績中交出了一份強勁的業績。整體業績表現良好,營業收入超出分析師預期5.5%,達到4100000000人民幣。每股收益爲0.15人民幣,比分析師預期高出4.0%。分析師們通常會在每份業績後更新他們的預測,我們可以根據他們的估算了解他們對公司的看法是否發生了變化,或者是否有任何需要注意的新問題。因此,我們收集了最新的業績後的法定共識預測,以了解明年可能會發生的事情。

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SHSE:600299 Earnings and Revenue Growth October 31st 2024
SHSE:600299 2024年10月31日的盈利和營業收入增長

Taking into account the latest results, the current consensus from Bluestar Adisseo's four analysts is for revenues of CN¥16.3b in 2025. This would reflect a decent 9.1% increase on its revenue over the past 12 months. Per-share earnings are expected to swell 17% to CN¥0.48. In the lead-up to this report, the analysts had been modelling revenues of CN¥16.4b and earnings per share (EPS) of CN¥0.49 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year.

考慮到最新的業績,安迪蘇的四位分析師目前達成共識,預計2025年的營業收入將達到16300000000人民幣。這將反映過去12個月營收的良好增長9.1%。預計每股收入將增長17%,達到0.48人民幣。在這份報告公佈之前,分析師們一直在模擬2025年的營收16400000000人民幣,每股收益爲0.49人民幣。分析師們似乎在最新的業績報告後對業務變得稍微消極,因爲他們對明年每股收益的預期出現了小幅下滑。

The consensus price target held steady at CN¥11.43, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. 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. Currently, the most bullish analyst values Bluestar Adisseo at CN¥14.86 per share, while the most bearish prices it at CN¥8.50. 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.

共識價格目標穩定在11.43人民幣,分析師們似乎認爲他們對較低的盈利預期不會導致未來可預見的股價下降。然而,還有另一種思考價格目標的方式,那就是查看分析師提出的價格目標範圍,因爲各種估算的廣泛範圍可能表明對業務可能結果的看法存在多樣性。目前,最看好的分析師認爲安迪蘇每股價值14.86人民幣,而最看淡的則將其定價爲8.50人民幣。這顯示了預測存在一定的多樣性,但分析師們似乎並不完全在股票上產生分歧,好像這可能是一個成功或失敗的情況。

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Bluestar Adisseo's past performance and to peers in the same industry. The analysts are definitely expecting Bluestar Adisseo's growth to accelerate, with the forecast 7.2% annualised growth to the end of 2025 ranking favourably alongside historical growth of 5.3% per annum 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 16% per year. It seems obvious that, while the future growth outlook is brighter than the recent past, Bluestar Adisseo is expected to grow slower than the wider industry.

這些預測很有趣,但在比較預測時,看到Bluestar Adisseo過去的表現以及同行業中其他公司之間更廣泛的對比會很有幫助。分析師們明顯希望看到Bluestar Adisseo的增長加速,預計2025年底的年增長率爲7.2%,與過去五年每年5.3%的歷史增長形成有利對比。相比之下,我們的數據顯示,同行業其他有分析師跟蹤的公司預計年增長率爲16%。顯而易見的是,儘管未來增長前景比最近的過去更爲光明,但Bluestar Adisseo預計增長速度比整個行業慢。

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 concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Bluestar Adisseo. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Bluestar Adisseo's revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

最大的擔憂是,分析師們降低了每股收益預期,暗示Bluestar Adisseo可能面臨業務阻力。幸運的是,分析師們也重新確認了營業收入預期,表明其與預期保持一致。儘管我們的數據顯示,Bluestar Adisseo的營業收入預計表現將不及整個行業。一致性價格目標沒有真正變化,暗示企業的內在價值在最新預測中沒有發生重大變化。

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Bluestar Adisseo going out to 2026, and you can see them free on our platform here.

記住這一點,我們仍然認爲業務的長期軌跡對投資者來說更爲重要。我們對Bluestar Adisseo的預測一直延伸到2026年,您可以在我們的平台免費查看這些預測。

It might also be worth considering whether Bluestar Adisseo's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.

值得考慮的是,使用Simply Wall St平台上的我們的債務分析工具,您可以判斷Bluestar Adisseo的債務負擔是否合適。

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.

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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。

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