China Southern Power Grid Technology Co.,Ltd (SHSE:688248) Analysts Just Cut Their EPS Forecasts Substantially
China Southern Power Grid Technology Co.,Ltd (SHSE:688248) Analysts Just Cut Their EPS Forecasts Substantially
The analysts covering China Southern Power Grid Technology Co.,Ltd (SHSE:688248) delivered a dose of negativity to shareholders today, by making a substantial revision to their statutory forecasts for this year. Both revenue and earnings per share (EPS) forecasts went under the knife, suggesting the analysts have soured majorly on the business.
报道中国南方电网科技有限公司的分析师, Ltd(SHSE: 688248)今天对股东今年的法定预测进行了实质性修订,这给股东带来了一定负面影响。收入和每股收益(EPS)的预测都出现了偏差,这表明分析师对该业务的表现主要不佳。
Following the downgrade, the most recent consensus for China Southern Power Grid TechnologyLtd from its seven analysts is for revenues of CN¥4.5b in 2024 which, if met, would be a huge 77% increase on its sales over the past 12 months. Statutory earnings per share are presumed to shoot up 51% to CN¥0.75. Before this latest update, the analysts had been forecasting revenues of CN¥6.2b and earnings per share (EPS) of CN¥1.04 in 2024. Indeed, we can see that the analysts are a lot more bearish about China Southern Power Grid TechnologyLtd's prospects, administering a sizeable cut to revenue estimates and slashing their EPS estimates to boot.
评级下调后,中国南方电网科技有限公司的七位分析师对2024年的收入为45亿元人民币的最新共识,如果得到满足,其销售额将在过去12个月中大幅增长77%。据推测,每股法定收益将激增51%,至0.75元人民币。在最新更新之前,分析师一直预测2024年的收入为62亿元人民币,每股收益(EPS)为1.04元人民币。事实上,我们可以看出,分析师对中国南方电网科技有限公司的前景更加悲观,他们大幅削减了收入预期,并下调了每股收益预期。
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240404/0-33a07fd7bc804289a9ad6c82082e583f-0-449533b79bac4721da597972a7a8ba83.png/big)
It'll come as no surprise then, to learn that the analysts have cut their price target 8.3% to CN¥33.76.
因此,得知分析师已将目标股价下调8.3%至33.76元人民币也就不足为奇了。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the China Southern Power Grid TechnologyLtd's past performance and to peers in the same industry. It's clear from the latest estimates that China Southern Power Grid TechnologyLtd's rate of growth is expected to accelerate meaningfully, with the forecast 77% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 27% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 19% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect China Southern Power Grid TechnologyLtd to grow faster than the wider industry.
这些估计很有趣,但是在查看预测与中国南方电网科技有限公司过去的表现以及与同一行业的同行进行比较时,可以更粗略地描述一些细节。从最新估计中可以明显看出,中国南方电网科技有限公司的增长率预计将显著加速,预计到2024年底的年化收入增长率为77%,将明显快于其过去五年中27%的历史年增长率。相比之下,同行业的其他公司预计收入每年将增长19%。显而易见,尽管增长前景比最近更加光明,但分析师也预计,中国南方电网科技有限公司的增长速度将超过整个行业。
The Bottom Line
底线
The biggest issue in the new estimates is that analysts have reduced their earnings per share estimates, suggesting business headwinds lay ahead for China Southern Power Grid TechnologyLtd. Unfortunately, analysts also downgraded their revenue estimates, although our data indicates revenues are expected to perform better than the wider market. With a serious cut to this year's expectations and a falling price target, we wouldn't be surprised if investors were becoming wary of China Southern Power Grid TechnologyLtd.
新估计中最大的问题是,分析师下调了每股收益预期,这表明中国南方电网科技有限公司面临业务不利因素。不幸的是,分析师也下调了收入预期,尽管我们的数据显示收入表现预计将好于整个市场。随着今年的预期大幅下调和目标股价的下降,如果投资者对中国南方电网科技有限公司保持警惕,我们也不会感到惊讶。
Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. At Simply Wall St, we have a full range of analyst estimates for China Southern Power Grid TechnologyLtd going out to 2026, and you can see them free on our platform here.
即便如此,业务的长期发展轨迹对于股东的价值创造更为重要。在Simply Wall St,我们有分析师对中国南方电网科技有限公司到2026年的全方位估计,你可以在我们的平台上免费看到这些估计。
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this free list of stocks that insiders are buying.
当然,看到公司管理层将大量资金投资于股票与了解分析师是否在下调预期一样有用。因此,您可能还希望搜索这份内部人士正在购买的免费股票清单。
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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。