Sieyuan Electric Co., Ltd. Just Missed EPS By 6.2%: Here's What Analysts Think Will Happen Next
Sieyuan Electric Co., Ltd. Just Missed EPS By 6.2%: Here's What Analysts Think Will Happen Next
The analysts might have been a bit too bullish on Sieyuan Electric Co., Ltd. (SZSE:002028), given that the company fell short of expectations when it released its yearly results last week. Sieyuan Electric missed analyst forecasts, with revenues of CN¥12b and statutory earnings per share (EPS) of CN¥2.00, falling short by 4.9% and 6.2% respectively. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
分析师可能过于看好思源电气有限公司(SZSE:002028),因为该公司在上周发布年度业绩时未达到预期。思源电气未达到分析师的预期,收入为120亿元人民币,法定每股收益(EPS)为2.00元人民币,分别下降4.9%和6.2%。对于投资者来说,这是一个重要时刻,因为他们可以在报告中追踪公司的业绩,看看专家对明年的预测,看看对该业务的预期是否有任何变化。我们认为,读者会发现分析师对明年最新(法定)财报后的预测很有趣。
View our latest analysis for Sieyuan Electric
查看我们对思源电气的最新分析
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240121/0-9a0028629dcf86391cbaa31af72c7419-0-64169dac0d4f78ad28851751decbd1cb.png/big)
Taking into account the latest results, the most recent consensus for Sieyuan Electric from ten analysts is for revenues of CN¥16.0b in 2024. If met, it would imply a sizeable 29% increase on its revenue over the past 12 months. Per-share earnings are expected to shoot up 34% to CN¥2.68. Before this earnings report, the analysts had been forecasting revenues of CN¥16.0b and earnings per share (EPS) of CN¥2.67 in 2024. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.
考虑到最新业绩,十位分析师对思源电气的最新共识是,2024年的收入为160亿元人民币。如果得到满足,这意味着其收入在过去12个月中将大幅增长29%。预计每股收益将飙升34%,至2.68元人民币。在本财报发布之前,分析师一直预测2024年的收入为160亿元人民币,每股收益(EPS)为2.67元人民币。鉴于他们的估计没有重大变化,共识分析师似乎没有在这些结果中看到任何会改变他们对业务看法的内容。
It will come as no surprise then, to learn that the consensus price target is largely unchanged at CN¥59.31. 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. There are some variant perceptions on Sieyuan Electric, with the most bullish analyst valuing it at CN¥62.00 and the most bearish at CN¥55.00 per share. 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.
因此,得知共识目标股价基本维持在59.31元人民币也就不足为奇了。但是,还有另一种思考价格目标的方法,那就是研究分析师提出的价格目标范围,因为范围广泛的估计可能表明,对业务可能的结果有不同的看法。对世源电气的看法有所不同,最看涨的分析师将其估值为62.00元人民币,最看跌的为每股55.00元人民币。估计值的狭窄差异可能表明该业务的未来相对容易估值,或者分析师对其前景有强烈的看法。
Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Sieyuan Electric's growth to accelerate, with the forecast 29% annualised growth to the end of 2024 ranking favourably alongside historical growth of 18% 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 20% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Sieyuan Electric is expected to grow much faster than its industry.
当然,看待这些预测的另一种方法是将它们与行业本身联系起来。分析师们肯定预计,思源电气的增长将加速,预计到2024年底的年化增长率为29%,而过去五年的历史年增长率为18%。相比之下,我们的数据表明,预计类似行业的其他公司(有分析师报道)的收入将以每年20%的速度增长。考虑到收入增长的预测,很明显,协源电气的增长速度预计将比其行业快得多。
The Bottom Line
底线
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. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at CN¥59.31, with the latest estimates not enough to have an impact on their price targets.
要了解的最重要的一点是,市场情绪没有重大变化,分析师再次确认该业务的表现符合他们先前的每股收益预期。令人高兴的是,收入预测没有重大变化,预计该业务的增长速度仍将快于整个行业。共识目标股价稳定在59.31元人民币,最新估计不足以对其目标股价产生影响。
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. We have forecasts for Sieyuan Electric going out to 2026, and you can see them free on our platform here.
根据这种思路,我们认为该业务的长期前景比明年的收益重要得多。我们对思源电气的预测将持续到2026年,你可以在我们的平台上免费查看。
However, before you get too enthused, we've discovered 1 warning sign for Sieyuan Electric that you should be aware of.
但是,在你变得太热情之前,我们已经发现了思源电气的1个警告标志,你应该注意这一点。
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。