Need To Know: Analysts Just Made A Substantial Cut To Their Shanghai General Healthy Information and Technology Co., Ltd. (SHSE:605186) Estimates
Need To Know: Analysts Just Made A Substantial Cut To Their Shanghai General Healthy Information and Technology Co., Ltd. (SHSE:605186) Estimates
Today is shaping up negative for Shanghai General Healthy Information and Technology Co., Ltd. (SHSE:605186) shareholders, with the analysts delivering a substantial negative revision to this year's forecasts. Revenue and earnings per share (EPS) forecasts were both revised downwards, with the analysts seeing grey clouds on the horizon.
今天對上海康健信息技術有限公司(SHSE: 605186)的股東來說是負數,分析師對今年的預測進行了大幅的負面修正。收入和每股收益(EPS)的預測均向下修正,分析師認爲灰雲即將出現。
Following the downgrade, the most recent consensus for Shanghai General Healthy Information and Technology from its dual analysts is for revenues of CN¥422m in 2024 which, if met, would be a huge 50% increase on its sales over the past 12 months. Per-share earnings are expected to leap 129% to CN¥0.93. Previously, the analysts had been modelling revenues of CN¥609m and earnings per share (EPS) of CN¥1.54 in 2024. It looks like analyst sentiment has declined substantially, with a sizeable cut to revenue estimates and a large cut to earnings per share numbers as well.
評級下調之後,其雙重分析師對上海通用健康信息技術有限公司的最新共識是,2024年的收入爲4.22億元人民幣,如果得到滿足,其銷售額將在過去12個月中大幅增長50%。每股收益預計將增長129%,至0.93元人民幣。此前,分析師一直在模擬2024年的收入爲6.09億元人民幣,每股收益(EPS)爲1.54元人民幣。看來分析師的情緒已大幅下降,收入預期大幅下調,每股收益數字也大幅下調。
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The consensus price target fell 12% to CN¥40.18, with the weaker earnings outlook clearly leading analyst valuation estimates.
共識目標股價下跌12%,至40.18元人民幣,疲軟的盈利前景顯然領先於分析師的估值預期。
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. One thing stands out from these estimates, which is that Shanghai General Healthy Information and Technology is forecast to grow faster in the future than it has in the past, with revenues expected to display 50% annualised growth until the end of 2024. If achieved, this would be a much better result than the 8.8% annual decline over the past three years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 20% annually. Not only are Shanghai General Healthy Information and Technology's revenues expected to improve, it seems that the analysts are also expecting it to grow faster than the wider industry.
了解這些預測的更多背景信息的一種方法是研究它們與過去的業績相比如何,以及同一行業中其他公司的表現。從這些估計中可以看出一件事,那就是預計上海健健信息技術未來將比過去更快地增長,預計到2024年底,收入將實現50%的年化增長。如果實現,這將比過去三年8.8%的年下降幅度好得多。相比之下,分析師對整個行業的估計表明,(總計)行業收入預計每年將增長20%。上海康健信息技術有限公司的收入不僅有望改善,而且分析師似乎也預計其增長速度將超過整個行業。
The Bottom Line
底線
The biggest issue in the new estimates is that analysts have reduced their earnings per share estimates, suggesting business headwinds lay ahead for Shanghai General Healthy Information and Technology. While analysts did downgrade their revenue estimates, these forecasts still imply revenues will perform better than the wider market. After such a stark change in sentiment from analysts, we'd understand if readers now felt a bit wary of Shanghai General Healthy Information and Technology.
新估計中最大的問題是,分析師下調了每股收益預期,這表明上海健康信息與技術集團面臨業務不利因素。儘管分析師確實下調了收入預期,但這些預測仍然意味着收入表現將好於整個市場。在分析師的觀點發生了如此明顯的變化之後,我們可以理解讀者現在是否對上海康健信息技術有所警惕。
Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. At least one analyst has provided forecasts out to 2026, which can be seen for free on our platform here.
即便如此,業務的長期發展軌跡對於股東的價值創造更爲重要。至少有一位分析師提供了到2026年的預測,可以在我們的平台上免費查看。
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.
當然,看到公司管理層將大量資金投資於股票與了解分析師是否在下調預期一樣有用。因此,您可能還希望搜索這份內部人士正在購買的免費股票清單。
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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.
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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。