Shenghe Resources Holding (SHSE:600392) Pulls Back 5.6% This Week, but Still Delivers Shareholders Notable 14% CAGR Over 3 Years
Shenghe Resources Holding (SHSE:600392) Pulls Back 5.6% This Week, but Still Delivers Shareholders Notable 14% CAGR Over 3 Years
Shenghe Resources Holding Co., Ltd (SHSE:600392) shareholders might be concerned after seeing the share price drop 17% in the last quarter. But that doesn't change the fact that the returns over the last three years have been pleasing. After all, the share price is up a market-beating 48% in that time.
勝和資源控股有限公司(上海證券交易所:600392)上個季度股價下跌17%後,股東們可能會感到擔憂。但這並不能改變過去三年回報一直令人滿意的事實。畢竟,在這段時間裡,該公司股價上漲了48%,漲幅超過了市場。
In light of the stock dropping 5.6% in the past week, we want to investigate the longer term story, and see if fundamentals have been the driver of the company's positive three-year return.
鑑於該公司股價在過去一週下跌了5.6%,我們希望調查更長期的情況,看看基本面因素是否是該公司三年來正回報的驅動因素。
Check out our latest analysis for Shenghe Resources Holding
查看我們對盛和資源控股的最新分析
To quote Buffett, 'Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace...' One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement.
用巴菲特的話說,“船隻將在世界各地航行,但平坦的地球協會將蓬勃發展。市場上的價格和價值之間將繼續存在巨大的差異……”一種不完美但簡單的方法來考慮市場對一家公司的看法是如何改變的,那就是將每股收益(EPS)的變化與股價走勢進行比較。
Shenghe Resources Holding became profitable within the last three years. So we would expect a higher share price over the period.
勝合資源控股在過去三年內實現了盈利。因此,我們預計這段時間內股價會更高。
You can see how EPS has changed over time in the image below (click on the chart to see the exact values).
您可以在下圖中看到EPS是如何隨著時間的推移而變化的(單擊圖表可查看精確值)。
![earnings-per-share-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20231019/0-ca315c0fb9528a951756aacb20bffc4b-0-49e3e6ad0b47f4a550779d71dc702a28.png/big)
It is of course excellent to see how Shenghe Resources Holding has grown profits over the years, but the future is more important for shareholders. If you are thinking of buying or selling Shenghe Resources Holding stock, you should check out this FREE detailed report on its balance sheet.
看到盛和資源控股多年來如何實現利潤增長當然很棒,但對股東來說,未來更重要。如果你正在考慮買入或賣出盛和資源控股的股票,你應該看看這個免費關於其資產負債表的詳細報告。
What About Dividends?
那股息呢?
When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. In the case of Shenghe Resources Holding, it has a TSR of 50% for the last 3 years. That exceeds its share price return that we previously mentioned. This is largely a result of its dividend payments!
在考察投資回報時,重要的是要考慮到股東總回報(TSR)和股價回報。雖然股價回報只反映股價的變動,但TSR包括股息的價值(假設股息再投資),以及任何折價集資或分拆所帶來的利益。因此,對於支付豐厚股息的公司來說,TSR往往比股價回報高得多。就盛和資源控股而言,其最近3年的總資產收益率為50%。這超過了我們之前提到的它的股價回報。這在很大程度上是其股息支付的結果!
A Different Perspective
不同的視角
We regret to report that Shenghe Resources Holding shareholders are down 33% for the year (even including dividends). Unfortunately, that's worse than the broader market decline of 4.8%. Having said that, it's inevitable that some stocks will be oversold in a falling market. The key is to keep your eyes on the fundamental developments. Longer term investors wouldn't be so upset, since they would have made 4%, each year, over five years. It could be that the recent sell-off is an opportunity, so it may be worth checking the fundamental data for signs of a long term growth trend. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. Consider for instance, the ever-present spectre of investment risk. We've identified 3 warning signs with Shenghe Resources Holding , and understanding them should be part of your investment process.
我們遺憾地報告,盛和資源控股股東全年下跌33%(即使包括股息)。不幸的是,這比大盤4.8%的跌幅還要糟糕。話雖如此,在下跌的市場中,一些股票不可避免地會被超賣。關鍵是要密切關注基本面的發展。較長期的投資者不會如此沮喪,因為他們在五年內每年會獲得4%的收益。最近的拋售可能是一個機會,因此可能值得查看基本面數據,以尋找長期增長趨勢的跡象。我發現,把股價作為衡量企業業績的長期指標是非常有趣的。但為了真正獲得洞察力,我們還需要考慮其他資訊。例如,考慮一下無處不在的投資風險幽靈。我們已經確定了三個警告信號與盛和資源控股,瞭解他們應該是你投資過程的一部分。
We will like Shenghe Resources Holding better if we see some big insider buys. While we wait, check out this free list of growing companies with considerable, recent, insider buying.
如果我們看到一些大的內部收購,我們會更喜歡盛和資源控股。在我們等待的時候,看看這個免費最近有大量內幕收購的成長型公司名單.
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Chinese exchanges.
請注意,本文引用的市場回報反映了目前在中國交易所交易的股票的市場加權平均回報。
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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.
對這篇文章有什麼反饋嗎?擔心內容嗎? 保持聯繫直接與我們聯繫.或者,也可以給編輯組發電子郵件,地址是暗示Wallst.com。
本文由Simply Wall St.撰寫,具有概括性.我們僅使用不偏不倚的方法提供基於歷史數據和分析師預測的評論,我們的文章並不打算作為財務建議.它不構成買賣任何股票的建議,也沒有考慮你的目標或你的財務狀況.我們的目標是為您帶來由基本面數據驅動的長期重點分析.請注意,我們的分析可能不會將最新的對價格敏感的公司公告或定性材料考慮在內.Simply Wall St.對上述任何一隻股票都沒有持倉.