Shenzhen Goodix Technology Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Shenzhen Goodix Technology Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Shenzhen Goodix Technology Co., Ltd. (SHSE:603160) last week reported its latest quarterly results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. Revenues missed the mark, coming in 18% below forecasts, at CN¥1.0b. Statutory profits were a real bright spot in contrast, with per-share profits of CN¥0.34 being a notable 55% above what the analysts were modelling. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
深圳匯頂科技股份有限公司(SHSE:603160)上週公佈了最新的季度業績,這對投資者來說是一個很好的時機,可以深入研究並了解企業是否與預期相符。營業收入未能達到預期,低於預測18%,爲1000000000人民幣。而法定利潤則是亮點,每股盈利爲0.34人民幣,比分析師的預期高出55%。分析師通常會在每個業績發佈後更新他們的預估,我們可以從他們的預測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。基於此,我們收集了最新的法定預測,以了解分析師對明年的預期。
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Taking into account the latest results, Shenzhen Goodix Technology's four analysts currently expect revenues in 2024 to be CN¥4.73b, approximately in line with the last 12 months. Statutory earnings per share are predicted to accumulate 4.7% to CN¥1.42. In the lead-up to this report, the analysts had been modelling revenues of CN¥4.93b and earnings per share (EPS) of CN¥1.14 in 2024. While revenue forecasts have been revised downwards, the analysts look to have become more optimistic on the company's cost base, given the massive increase in to the earnings per share numbers.
考慮到最新的業績,深圳匯頂科技的四位分析師目前預計2024年的營業收入爲4730000000人民幣,與過去12個月大致持平。法定每股收益預計累計增長4.7%,達到1.42人民幣。在此報告之前,分析師們預測2024年的營業收入爲4930000000人民幣,每股收益爲1.14人民幣。儘管營業收入預測有所下調,但分析師們對公司的成本基礎似乎更加樂觀,這可以從每股收益大幅增長的數字中看出。
The average price target increased 23% to CN¥67.64, with the analysts signalling that the improved earnings outlook is more important to the company's valuation than its revenue. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Shenzhen Goodix Technology, with the most bullish analyst valuing it at CN¥75.00 and the most bearish at CN¥61.20 per share. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.
平均目標價格上漲23%,達到67.64人民幣,分析師們表明改善的盈利前景對公司的估值比營業收入更爲重要。共識目標價格只是個別分析師目標價格的平均值,所以了解底層估值範圍有多廣泛可能會很有用。對於深圳匯頂科技,不同的觀點存在差異,最看好的分析師認爲其價值爲每股75.00人民幣,而最看淡的則爲每股61.20人民幣。由於估值範圍如此狹窄,分析師們顯然對企業的估值持有類似的觀點。
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. For example, we noticed that Shenzhen Goodix Technology's rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 3.8% growth to the end of 2024 on an annualised basis. That is well above its historical decline of 11% a year over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 22% per year. So although Shenzhen Goodix Technology's revenue growth is expected to improve, it is still expected to grow slower than the industry.
從更宏觀的角度來看,我們可以通過將這些預測與過去表現和行業增長預期進行對比來理解這些預測。例如,我們注意到匯頂科技的增長速度預計將顯著加快,預計營業收入將在2024年底之前年化增長3.8%。這遠高於過去五年每年11%的歷史下降率。相比之下,我們的數據顯示,同行業的其他公司(受到分析師關注)預計每年的營業收入將增長22%。因此,儘管匯頂科技的營業收入增長預計會改善,但仍預計增速將低於行業水平。
The Bottom Line
最重要的事情是分析師增加了它對下一年每股虧損的估計。令人欣慰的是,營收預測未發生重大變化,業務仍有望比整個行業增長更快。共識價格目標穩定在28.50美元,最新估計不足以對價格目標產生影響。
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Shenzhen Goodix Technology's earnings potential next year. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. With that said, earnings are more important to the long-term value of the business. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.
對我們來說,最重要的是一致的每股收益預測提升,這表明市場對匯頂科技明年的盈利潛力有明顯改善的看法。不幸的是,他們也下調了他們的營業收入預測,我們的數據顯示在比較整個行業時表現不佳。即便如此,每股收益對於企業內在價值更爲重要。說到這一點,每股收益對於企業的長期價值更爲重要。分析師還明顯認爲企業的內在價值在提高,價格目標也有相應的增加。
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Shenzhen Goodix Technology going out to 2026, and you can see them free on our platform here..
說到這一點,公司收益的長期趨勢比明年更爲重要。在Simply Wall St,我們提供了匯頂科技未來到2026年的分析師估計的全系列數據,您可以在我們的平台上免費查看這些數據。
We also provide an overview of the Shenzhen Goodix Technology Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.
我們還提供了對匯頂科技董事會和首席執行官報酬以及在職期限的概述,以及內部人是否購買了股票,請在此處查看。
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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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這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。