Is Now The Time To Put Ningbo CixingLtd (SZSE:300307) On Your Watchlist?
Is Now The Time To Put Ningbo CixingLtd (SZSE:300307) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. Loss making companies can act like a sponge for capital - so investors should be cautious that they're not throwing good money after bad.
投资者通常以发现 “下一件大事” 的想法为指导,即使这意味着在没有任何收入的情况下购买 “故事股票”,更不用说获利了。有时,这些故事可能会给投资者的思想蒙上阴影,导致他们用自己的情感进行投资,而不是根据良好的公司基本面的优点进行投资。亏损的公司可以像海绵一样争夺资本,因此投资者应谨慎行事,不要一笔又一笔地投入好钱。
In contrast to all that, many investors prefer to focus on companies like Ningbo CixingLtd (SZSE:300307), which has not only revenues, but also profits. While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it.
与此形成鲜明对比的是,许多投资者更愿意关注像宁波慈星有限公司(SZSE: 300307)这样的公司,该公司不仅有收入,还有利润。尽管利润不是投资时应考虑的唯一指标,但值得表彰能够持续生产利润的企业。
Ningbo CixingLtd's Improving Profits
宁波慈星有限公司的利润改善
Ningbo CixingLtd has undergone a massive growth in earnings per share over the last three years. So much so that this three year growth rate wouldn't be a fair assessment of the company's future. So it would be better to isolate the growth rate over the last year for our analysis. Impressively, Ningbo CixingLtd's EPS catapulted from CN¥0.13 to CN¥0.38, over the last year. It's not often a company can achieve year-on-year growth of 195%.
在过去三年中,宁波慈星股份有限公司的每股收益大幅增长。如此之多,以至于这种三年的增长率并不是对公司未来的公平评估。因此,最好将去年的增长率分开来进行分析。令人印象深刻的是,宁波慈星有限公司的每股收益在去年从0.13元猛增至0.38元人民币。公司通常无法实现195%的同比增长。
It's often helpful to take a look at earnings before interest and tax (EBIT) margins, as well as revenue growth, to get another take on the quality of the company's growth. Not all of Ningbo CixingLtd's revenue this year is revenue from operations, so keep in mind the revenue and margin numbers used in this article might not be the best representation of the underlying business. While we note Ningbo CixingLtd achieved similar EBIT margins to last year, revenue grew by a solid 7.0% to CN¥2.1b. That's progress.
查看利息和税前收益(EBIT)利润率以及收入增长通常会很有帮助,这样可以重新了解公司的增长质量。并非宁波慈星有限公司今年的全部收入都是收入 来自运营,因此请记住,本文中使用的收入和利润率数字可能无法最好地代表基础业务。尽管我们注意到宁波慈星有限公司的息税前利润率与去年相似,但收入稳步增长了7.0%,达到21亿元人民币。这就是进步。
You can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.
您可以在下表中查看该公司的收入和收益增长趋势。点击图表查看确切的数字。
![earnings-and-revenue-history](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240511/0-d893a25761cb1c8e5f54c0db2002ed3d-0-975d44f96a22f9b2944196bdd3a28191.png/big)
While profitability drives the upside, prudent investors always check the balance sheet, too.
虽然盈利能力推动了上行空间,但谨慎的投资者也总是会查看资产负债表。
Are Ningbo CixingLtd Insiders Aligned With All Shareholders?
宁波慈星内部人士是否与所有股东保持一致?
It should give investors a sense of security owning shares in a company if insiders also own shares, creating a close alignment their interests. So it is good to see that Ningbo CixingLtd insiders have a significant amount of capital invested in the stock. Given insiders own a significant chunk of shares, currently valued at CN¥530m, they have plenty of motivation to push the business to succeed. Amounting to 10% of the outstanding shares, indicating that insiders are also significantly impacted by the decisions they make on the behalf of the business.
如果内部人士也拥有股份,这应该会给投资者一种拥有公司股份的安全感,从而使他们的利益紧密一致。因此,很高兴看到宁波慈星股份的内部人士有大量资金投资于该股。鉴于内部人士拥有很大一部分股票,目前价值为5.3亿元人民币,他们有足够的动力推动业务走向成功。占已发行股份的10%,这表明内部人士也受到他们代表企业做出的决策的重大影响。
While it's always good to see some strong conviction in the company from insiders through heavy investment, it's also important for shareholders to ask if management compensation policies are reasonable. A brief analysis of the CEO compensation suggests they are. Our analysis has discovered that the median total compensation for the CEOs of companies like Ningbo CixingLtd with market caps between CN¥2.9b and CN¥12b is about CN¥918k.
尽管通过大量投资看到内部人士对公司抱有坚定的信心总是件好事,但股东询问管理层薪酬政策是否合理也很重要。对首席执行官薪酬的简要分析表明确实如此。我们的分析发现,市值介于29亿元人民币至120亿元人民币之间的公司首席执行官的总薪酬中位数约为91.8万元人民币。
Ningbo CixingLtd offered total compensation worth CN¥610k to its CEO in the year to December 2022. That comes in below the average for similar sized companies and seems pretty reasonable. CEO remuneration levels are not the most important metric for investors, but when the pay is modest, that does support enhanced alignment between the CEO and the ordinary shareholders. It can also be a sign of a culture of integrity, in a broader sense.
在截至2022年12月的一年中,宁波慈星股份有限公司向其首席执行官提供了价值61万元人民币的总薪酬。这低于类似规模公司的平均水平,而且似乎相当合理。首席执行官薪酬水平并不是投资者最重要的指标,但是当薪酬适度时,这确实支持加强首席执行官与普通股东之间的协调。从更广泛的意义上讲,它也可以是诚信文化的标志。
Does Ningbo CixingLtd Deserve A Spot On Your Watchlist?
宁波慈星有限公司值得在您的关注清单上占有一席之地吗?
Ningbo CixingLtd's earnings have taken off in quite an impressive fashion. The cherry on top is that insiders own a bucket-load of shares, and the CEO pay seems really quite reasonable. The sharp increase in earnings could signal good business momentum. Ningbo CixingLtd is certainly doing some things right and is well worth investigating. Still, you should learn about the 1 warning sign we've spotted with Ningbo CixingLtd.
宁波慈星有限公司的收益以令人印象深刻的方式实现了增长。最重要的是,内部人士拥有大量股票,首席执行官的薪酬似乎非常合理。收益的急剧增长可能预示着良好的业务势头。宁波慈星有限公司确实在做一些正确的事情,值得调查。不过,你应该了解一下我们在宁波慈星股份有限公司发现的1个警告标志。
Although Ningbo CixingLtd certainly looks good, it may appeal to more investors if insiders were buying up shares. If you like to see companies with insider buying, then check out this handpicked selection of Chinese companies that not only boast of strong growth but have also seen recent insider buying..
尽管宁波慈星股份确实看起来不错,但如果内部人士买入股票,它可能会吸引更多的投资者。如果你想看看有内幕买入的公司,那就看看这些精心挑选的中国公司,这些公司不仅增长强劲,而且最近也出现了内幕买盘。
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
请注意,本文中讨论的内幕交易是指相关司法管辖区内应报告的交易。
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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。