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Bosideng International Holdings Limited Beat Revenue Forecasts By 10%: Here's What Analysts Are Forecasting Next

Bosideng International Holdings Limited Beat Revenue Forecasts By 10%: Here's What Analysts Are Forecasting Next

bosideng b2412超过营业收入预测10%:这是分析师的下一个预测。
Simply Wall St ·  06/28 18:20

Bosideng International Holdings Limited (HKG:3998) investors will be delighted, with the company turning in some strong numbers with its latest results. It was a positive result, with revenues and statutory earnings per share (EPS) both performing well. Revenues were 10% higher than the analysts had forecast, at CN¥23b, while EPS of CN¥0.27 beat analyst models by 7.4%. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Bosideng International Holdings after the latest results.

波司登国际控股有限公司(HKG: 3998)的投资者将感到高兴,该公司的最新业绩带来了一些强劲的数字。这是一个积极的结果,收入和法定每股收益(EPS)均表现良好。收入比分析师的预测高出10%,达到230亿元人民币,而每股收益为0.27元人民币,比分析师模型高出7.4%。根据结果,分析师更新了他们的盈利模式,很高兴知道他们是否认为公司的前景发生了巨大变化,或者业务是否照旧。读者会很高兴得知我们已经汇总了最新的法定预测,以了解分析师在最新业绩公布后是否改变了对波司登国际控股的看法。

earnings-and-revenue-growth
SEHK:3998 Earnings and Revenue Growth June 28th 2024
SEHK: 3998 2024 年 6 月 28 日收益和收入增长

After the latest results, the 20 analysts covering Bosideng International Holdings are now predicting revenues of CN¥26.6b in 2025. If met, this would reflect a solid 14% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to expand 18% to CN¥0.33. In the lead-up to this report, the analysts had been modelling revenues of CN¥24.4b and earnings per share (EPS) of CN¥0.30 in 2025. So it seems there's been a definite increase in optimism about Bosideng International Holdings' future following the latest results, with a substantial gain in the earnings per share forecasts in particular.

根据最新业绩,涵盖波司登国际控股的20位分析师现在预测2025年的收入为266亿元人民币。如果得到满足,这将反映出与过去12个月相比收入稳步增长14%。预计每股法定收益将增长18%,至0.33元人民币。在本报告发布之前,分析师一直在模拟2025年的收入为244亿元人民币,每股收益(EPS)为0.30元人民币。因此,在最新业绩公布后,人们对波司登国际控股未来的乐观情绪似乎明显增强,特别是每股收益预测大幅增长。

It will come as no surprise to learn that the analysts have increased their price target for Bosideng International Holdings 7.9% to HK$5.44on the back of these upgrades. 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 Bosideng International Holdings, with the most bullish analyst valuing it at HK$6.60 and the most bearish at HK$4.30 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

在这些上调的背景下,分析师将波司登国际控股的目标股价上调7.9%至5.44港元也就不足为奇了。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。对波司登国际控股有一些不同的看法,最看涨的分析师认为波司登国际控股为6.60港元,最看跌的为每股4.30港元。这表明估值仍然存在一点差异,但分析师似乎对该股的看法并不完全分歧,好像这可能是成功或失败一样。

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 14% growth on an annualised basis. That is in line with its 14% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 9.4% annually. So although Bosideng International Holdings is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

现在从大局来看,我们理解这些预测的方法之一是了解它们与过去的业绩和行业增长估计相比如何。分析师表示,到2025年底将带来更多相同的情况,收入预计按年计算将增长14%。这与其在过去五年中14%的年增长率一致。相比之下,分析师估计(总计),整个行业的收入每年将增长9.4%。因此,尽管预计波司登国际控股将保持其收入增长率,但其增长速度肯定会超过整个行业。

The Bottom Line

底线

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Bosideng International Holdings following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

这里最重要的是,分析师上调了每股收益预期,这表明在这些业绩公布后,对波司登国际控股的乐观情绪明显增强。令人高兴的是,他们还上调了收入预期,并预测其增长速度将超过整个行业。目标股价也大幅提高,分析师显然认为该业务的内在价值正在提高。

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Bosideng International Holdings going out to 2027, and you can see them free on our platform here.

话虽如此,公司收益的长期轨迹比明年重要得多。我们对波司登国际控股公司到2027年的发展做出了预测,你可以在我们的平台上免费查看。

However, before you get too enthused, we've discovered 2 warning signs for Bosideng International Holdings that you should be aware of.

但是,在你变得过于热情之前,我们已经发现了波司登国际控股的两个警告信号,你应该注意这些信号。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
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。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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