Gansu Shangfeng Cement Co.,Ltd Recorded A 6.1% Miss On Revenue: Analysts Are Revisiting Their Models
Gansu Shangfeng Cement Co.,Ltd Recorded A 6.1% Miss On Revenue: Analysts Are Revisiting Their Models
The third-quarter results for Gansu Shangfeng Cement Co.,Ltd (SZSE:000672) were released last week, making it a good time to revisit its performance. Results look mixed - while revenue fell marginally short of analyst estimates at CN¥1.7b, statutory earnings were in line with expectations, at CN¥0.99 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
年第三季度业绩甘肃上丰水泥有限公司(SZSE：000672)上周发布，这使得现在是重新审视其表现的好时机。业绩喜忧参半-尽管营收略低于分析师预期的17亿加元，但法定收益符合预期，为每股0.99加元。对于投资者来说，这是一个重要的时刻，因为他们可以在公司的报告中跟踪公司的表现，查看专家对明年的预测，以及对业务的预期是否有任何变化。因此，我们收集了最新的盈利后预测，看看估计数字对明年的影响。
View our latest analysis for Gansu Shangfeng CementLtd
查看我们对甘肃上丰水泥有限公司的最新分析
Taking into account the latest results, the most recent consensus for Gansu Shangfeng CementLtd from five analysts is for revenues of CN¥7.38b in 2024. If met, it would imply a satisfactory 7.8% increase on its revenue over the past 12 months. Per-share earnings are expected to shoot up 55% to CN¥1.31. Yet prior to the latest earnings, the analysts had been anticipated revenues of CN¥7.50b and earnings per share (EPS) of CN¥1.41 in 2024. The analysts seem to have become a little more negative on the business after the latest results, given the minor downgrade to their earnings per share numbers for next year.
考虑到最新的业绩，五位分析师对甘肃上丰水泥有限公司的最新共识是2024年收入73.8亿元人民币。如果得到满足，这将意味着该公司在过去12个月的收入将增长7.8%，令人满意。每股收益预计将飙升55%，至人民币1.31元。然而，在最新财报公布之前，分析师曾预计2024年收入为75亿加元，每股收益为1.41加元。考虑到分析师们对明年每股收益的小幅下调，在最新业绩公布后，他们似乎对该业务变得更加悲观了。
The consensus price target held steady at CN¥10.95, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic Gansu Shangfeng CementLtd analyst has a price target of CN¥11.40 per share, while the most pessimistic values it at CN¥10.00. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.
一致的目标价稳定在10.95元，分析师似乎投票认为，在可预见的未来，他们较低的预期收益预计不会导致较低的股价。共识价格目标只是个别分析师目标的平均值，因此-看看基础估计的范围有多大可能很方便。最乐观的甘肃尚峰水泥有限公司分析师给出的目标价为每股11.40加元，而最悲观的分析师认为目标价为10.00加元。估值之间的狭窄差距可能表明，该公司的未来相对容易估值，或者分析师对其前景有很强的看法。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Gansu Shangfeng CementLtd's past performance and to peers in the same industry. The period to the end of 2024 brings more of the same, according to the analysts, with revenue forecast to display 6.2% growth on an annualised basis. That is in line with its 5.2% annual growth over the past five years. Compare this with the broader industry (in aggregate), which analyst estimates suggest will see revenues grow 13% annually. So although Gansu Shangfeng CementLtd is expected to maintain its revenue growth rate, it's forecast to grow slower than the wider industry.
这些估计很有趣，但在观察预测与甘肃上丰水泥有限公司过去的业绩和同行业同行的比较时，勾勒出一些更宽泛的线条可能会很有用。分析师们表示，截至2024年底的这段时间将带来更多相同的情况，预计营收将按年率计算增长6.2%。这与过去五年5.2%的年增长率一致。相比之下，分析师估计，整个行业的收入将以每年13%的速度增长。因此，尽管甘肃上丰水泥有限公司预计将保持其收入增长速度，但预计其增长速度将低于整个行业。
The Bottom Line
底线
The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Gansu Shangfeng CementLtd's revenue is expected to perform worse than the wider industry. The consensus price target held steady at CN¥10.95, with the latest estimates not enough to have an impact on their price targets.
最重要的是，分析师们下调了他们的每股收益预期，表明业绩公布后，市场人气明显下降。幸运的是，分析师们也再次确认了他们的营收预期，这表明该公司的业绩符合预期。尽管我们的数据确实表明，甘肃尚丰水泥有限公司的收入预计会比整个行业的表现更差。共识目标价稳定在10.95加元，最新估计不足以对他们的目标价产生影响。
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Gansu Shangfeng CementLtd going out to 2025, and you can see them free on our platform here.
话虽如此，该公司盈利的长期轨迹比明年重要得多。我们有甘肃上丰水泥有限公司到2025年的预测，你可以在我们的平台上免费看到。
Even so, be aware that Gansu Shangfeng CementLtd is showing 2 warning signs in our investment analysis , you should know about...
即便如此，请注意，甘肃尚丰水泥有限公司正在展示我们的投资分析中的2个警告信号，你应该知道关于……
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