Haier Smart Home Co., Ltd. (SHSE:600690) Just Released Its Annual Earnings: Here's What Analysts Think
Haier Smart Home Co., Ltd. (SHSE:600690) Just Released Its Annual Earnings: Here's What Analysts Think
Investors in Haier Smart Home Co., Ltd. (SHSE:600690) had a good week, as its shares rose 6.9% to close at CN¥24.95 following the release of its yearly results. Haier Smart Home reported in line with analyst predictions, delivering revenues of CN¥261b and statutory earnings per share of CN¥1.78, suggesting the business is executing well and in line with its plan. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
海爾智能家居有限公司(SHSE: 600690)的投資者度過了愉快的一週,在公佈年度業績後,其股價上漲6.9%,收於24.95元人民幣。海爾智能家居報告與分析師的預測一致,收入爲261億元人民幣,法定每股收益爲1.78元人民幣,這表明該業務表現良好,符合其計劃。分析師通常會在每份收益報告中更新他們的預測,我們可以從他們的估計中判斷他們對公司的看法是否發生了變化,或者是否有任何新的問題需要注意。根據這些結果,我們收集了最新的法定預測,以了解分析師是否改變了盈利模式。
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Taking into account the latest results, the most recent consensus for Haier Smart Home from 26 analysts is for revenues of CN¥281.7b in 2024. If met, it would imply a modest 7.8% increase on its revenue over the past 12 months. Per-share earnings are expected to expand 10% to CN¥1.99. In the lead-up to this report, the analysts had been modelling revenues of CN¥282.6b and earnings per share (EPS) of CN¥2.02 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.
考慮到最新業績,26位分析師對海爾智能家居的最新共識是,2024年的收入爲2817億元人民幣。如果得到滿足,這意味着其收入在過去12個月中略有增長7.8%。每股收益預計將增長10%,至1.99元人民幣。在本報告發布之前,分析師一直在模擬2024年的收入爲2826億元人民幣,每股收益(EPS)爲2.02元人民幣。鑑於他們的估計沒有重大變化,共識分析師似乎沒有在這些結果中看到任何會改變他們對業務看法的內容。
There were no changes to revenue or earnings estimates or the price target of CN¥30.21, suggesting that the company has met expectations in its recent result. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values Haier Smart Home at CN¥36.70 per share, while the most bearish prices it at CN¥22.90. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Haier Smart Home shareholders.
收入或收益預期或30.21元人民幣的目標股價沒有變化,這表明該公司在最近的業績中達到了預期。但是,固定單一價格目標可能是不明智的,因爲共識目標實際上是分析師目標股價的平均值。因此,一些投資者喜歡查看估計範圍,看看對公司的估值是否有任何分歧。目前,最看漲的分析師對海爾智能家居的估值爲每股36.70元人民幣,而最看跌的分析師估值爲22.90元人民幣。分析師對該業務的看法肯定各不相同,但我們認爲,估計的分歧還不夠廣泛,不足以表明海爾智能家居股東可能會有極端的結果。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Haier Smart Home's past performance and to peers in the same industry. We can infer from the latest estimates that forecasts expect a continuation of Haier Smart Home'shistorical trends, as the 7.8% annualised revenue growth to the end of 2024 is roughly in line with the 7.1% annual growth over the past five years. Compare this with the broader industry (in aggregate), which analyst estimates suggest will see revenues grow 10% annually. So it's pretty clear that Haier Smart Home is expected to grow slower than similar companies in the same industry.
這些估計很有趣,但是在查看預測與海爾智能家居過去的表現以及與同一行業的同行進行比較時,可以更粗略地描述一些細節。我們可以從最新估計中推斷,預測預計海爾智能家居的歷史趨勢將延續,因爲到2024年底的7.8%的年化收入增長與過去五年7.1%的年增長率大致一致。相比之下,整個行業(總計),分析師估計,該行業的收入每年將增長10%。因此,很明顯,預計海爾智能家居的增長速度將低於同行業的同類公司。
The Bottom Line
底線
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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Haier Smart Home'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.
要了解的最重要的一點是,市場情緒沒有重大變化,分析師再次確認該業務的表現符合他們先前的每股收益預期。幸運的是,分析師還重申了他們的收入預期,表明收入符合預期。儘管我們的數據確實表明,海爾智能家居的收入預計將比整個行業差。共識目標股價沒有實際變化,這表明該業務的內在價值與最新估計相比沒有發生任何重大變化。
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 estimates - from multiple Haier Smart Home analysts - going out to 2026, and you can see them free on our platform here.
考慮到這一點,我們仍然認爲該業務的長期發展軌跡對於投資者來說更爲重要。根據多位海爾智能家居分析師的估計,到2026年,你可以在我們的平台上免費查看。
You can also see our analysis of Haier Smart Home's Board and CEO remuneration and experience, and whether company insiders have been buying stock.
您還可以看到我們對海爾智能家居董事會和首席執行官薪酬和經驗的分析,以及公司內部人士是否一直在購買股票。
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Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。