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Here's Why Eastroc Beverage(Group) (SHSE:605499) Has Caught The Eye Of Investors

Here's Why Eastroc Beverage(Group) (SHSE:605499) Has Caught The Eye Of Investors

這就是爲什麼東鵬飲料(集團)(SHSE:605499)引起投資者關注的原因
Simply Wall St ·  12/06 17:40

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. Loss making companies can act like a sponge for capital - so investors should be cautious that they're not throwing good money after bad.

許多投資者,尤其是那些缺乏經驗的人,都喜歡購買那些故事好的公司的股票,即使這些公司虧損。有時候這些故事會矇蔽投資者的思想,導致他們基於感情而非公司政策的優勢進行投資。虧損的公司可能毫無還手之力地吸收花費,因此投資者應該謹慎,不要將優秀的資金投入到不良投資中去。

Despite being in the age of tech-stock blue-sky investing, many investors still adopt a more traditional strategy; buying shares in profitable companies like Eastroc Beverage(Group) (SHSE:605499). Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business.

儘管處於科技股藍天投資時代,許多投資者仍然採用更傳統的策略;購買像Eastroc Beverage(Group)(SHSE:605499)這樣盈利的公司股票。現在這並不是說該公司提供了最好的投資機會,但盈利能力是業務成功的關鍵組成部分。

How Fast Is Eastroc Beverage(Group) Growing?

東方飲料集團(Eastroc Beverage(Group))的增長速度有多快?

The market is a voting machine in the short term, but a weighing machine in the long term, so you'd expect share price to follow earnings per share (EPS) outcomes eventually. That means EPS growth is considered a real positive by most successful long-term investors. To the delight of shareholders, Eastroc Beverage(Group) has achieved impressive annual EPS growth of 38%, compound, over the last three years. Growth that fast may well be fleeting, but it should be more than enough to pique the interest of the wary stock pickers.

市場是短期的投票機,但長期來看是稱重機,因此您可以期待股價最終會跟隨每股收益(EPS)的結果。這意味着EPS增長在大多數成功的長期投資者看來是一個真正的積極因素。令股東欣喜的是,Eastroc Beverage(Group)在過去三年實現了令人印象深刻的年度EPS增長率爲38%,複利。這樣快速的增長可能會短暫,但它應該足以引起謹慎的股票選擇者的興趣。

It's often helpful to take a look at earnings before interest and tax (EBIT) margins, as well as revenue growth, to get another take on the quality of the company's growth. The good news is that Eastroc Beverage(Group) is growing revenues, and EBIT margins improved by 2.8 percentage points to 24%, over the last year. Ticking those two boxes is a good sign of growth, in our book.

通常有助於查看利息和稅前利潤(EBIT)利潤率以及營業收入增長,以便另一種方式了解公司增長的質量。好消息是,Eastroc Beverage(Group)的營業收入增長,並且EBIT利潤率在過去一年內提高了2.8個百分點,達到24%。在我們看來,這兩個方面的滿足是增長的一個良好跡象。

You can take a look at the company's revenue and earnings growth trend, in the chart below. To see the actual numbers, click on the chart.

您可以查看下圖中企業的營收和收益增長趨勢。要查看實際數字,請單擊圖表。

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SHSE:605499 Earnings and Revenue History December 6th 2024
SHSE:605499 盈利和營業收入歷史 2024年12月6日

The trick, as an investor, is to find companies that are going to perform well in the future, not just in the past. While crystal balls don't exist, you can check our visualization of consensus analyst forecasts for Eastroc Beverage(Group)'s future EPS 100% free.

作爲投資者,關鍵是找到未來表現良好的公司,而不僅僅是過去。雖然沒有水晶球,但您可以免費查閱我們對Eastroc Beverage(Group)未來每股收益的分析師預測可視化。

Are Eastroc Beverage(Group) Insiders Aligned With All Shareholders?

Eastroc Beverage(Group) 內部人是否與所有股東保持一致?

Theory would suggest that it's an encouraging sign to see high insider ownership of a company, since it ties company performance directly to the financial success of its management. So we're pleased to report that Eastroc Beverage(Group) insiders own a meaningful share of the business. In fact, they own 67% of the company, so they will share in the same delights and challenges experienced by the ordinary shareholders. Intuition will tell you this is a good sign because it suggests they will be incentivised to build value for shareholders over the long term. And their holding is extremely valuable at the current share price, totalling CN¥78b. That means they have plenty of their own capital riding on the performance of the business!

理論會表明,看到公司高內部所有權是一個鼓舞人心的跡象,因爲這將直接將公司業績與其管理層的財務成功聯繫在一起。因此,我們很高興地報告說,Eastroc Beverage(Group)內部人擁有公司的大部分股份。事實上,他們擁有公司的67%,因此他們將與普通股東一樣分享同樣的喜悅和挑戰。直覺會告訴您,這是一個好跡象,因爲這表明他們將受到長期建立股東價值的激勵。而且,根據目前的股價,他們的持股價值非常高,總額爲780億人民幣。這意味着他們將有大量自己的資本與公司業績掛鉤!

Is Eastroc Beverage(Group) Worth Keeping An Eye On?

Eastroc Beverage(Group) 值得關注嗎?

Eastroc Beverage(Group)'s earnings per share growth have been climbing higher at an appreciable rate. That EPS growth certainly is attention grabbing, and the large insider ownership only serves to further stoke our interest. At times fast EPS growth is a sign the business has reached an inflection point, so there's a potential opportunity to be had here. Based on the sum of its parts, we definitely think its worth watching Eastroc Beverage(Group) very closely. We should say that we've discovered 1 warning sign for Eastroc Beverage(Group) that you should be aware of before investing here.

Eastroc Beverage(Group)的每股收益增長速度以可觀的速度逐漸提高。這種 EPS 增長確實吸引眼球,而高比例的內部所有權只會進一步激起我們的興趣。有時快速的每股收益增長是企業達到拐點的跡象,因此這裏可能存在潛在機會。基於其組成部分的總和,我們確實認爲值得密切關注Eastroc Beverage(Group)。我們應該說,在這裏投資之前,我們已發現1個關於Eastroc Beverage(Group)的警示信號,您在投資前應該注意。

There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a tailored list of Chinese companies which have demonstrated growth backed by significant insider holdings.

總有可能買入不增長收益且內部人士不購買股票的股票。但是對於那些認爲這些重要指標的人,我們鼓勵您查看具有這些特徵的公司清單。您可以獲得重點推薦的中國公司列表,這些公司證明了內部人員持股支持的增長。

Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.

請注意,本文討論的內部交易是指在相關司法管轄區中報告的交易。

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。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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