Gree Electric Appliances, Inc. of Zhuhai (SZSE:000651) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Gree Electric Appliances, Inc. of Zhuhai (SZSE:000651) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Gree Electric Appliances, Inc. of Zhuhai (SZSE:000651) shareholders are probably feeling a little disappointed, since its shares fell 4.8% to CN¥40.05 in the week after its latest interim results. Revenues came in 3.4% below expectations, at CN¥100b. Statutory earnings per share were relatively better off, with a per-share profit of CN¥1.71 being roughly in line with analyst estimates. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
珠海格力电器股份有限公司(SZSE:000651) 的股东们可能有些失望,因为其股价在最新中期业绩公布后的一周下跌了4.8%,至40.05元人民币。营业收入达到了预期的3.4%下滑,为1000亿元人民币。每股盈利相对较好,每股盈利为1.71元人民币,与分析师的预期基本持平。盈利是投资者非常重视的时期,他们可以跟踪公司的表现,查看分析师对明年的预测,并了解市场对公司的情绪是否发生变化。考虑到这一点,我们收集了最新的法定预测,以了解分析师对明年的预期。
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Taking into account the latest results, the most recent consensus for Gree Electric Appliances of Zhuhai from 24 analysts is for revenues of CN¥214.0b in 2024. If met, it would imply a credible 4.7% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to accumulate 2.8% to CN¥5.67. Before this earnings report, the analysts had been forecasting revenues of CN¥216.5b and earnings per share (EPS) of CN¥5.48 in 2024. So the consensus seems to have become somewhat more optimistic on Gree Electric Appliances of Zhuhai's earnings potential following these results.
考虑到最新的结果,24位分析师对珠海格力电器的最新共识是2024年的营业收入为2140亿元人民币。如果实现,这将意味着过去12个月的营收增长了4.7%。预计每股法定盈利将累积增长2.8%,至5.67元人民币。在此份盈利报告之前,分析师预测2024年的营业收入为2165亿元人民币,每股盈利为5.48元人民币。因此,根据这些结果,共识似乎对珠海格力电器的盈利潜力变得更加乐观。
There's been no major changes to the consensus price target of CN¥47.76, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. 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. The most optimistic Gree Electric Appliances of Zhuhai analyst has a price target of CN¥61.05 per share, while the most pessimistic values it at CN¥33.80. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.
CN¥47.76的共识目标价并未发生重大变化,这表明盈利每股的改善预期不足以对股票估值产生长期积极影响。共识目标价只是个别分析师目标的平均值,因此我们需要看一下底层估计的范围有多大。最乐观的珠海格力电器分析师对每股目标价为61.05元人民币,而最悲观的分析师对每股目标价为33.80元人民币。这些目标价表明分析师对该业务存在一些不同的看法,但估计的差异不足以使我们相信有人在押注于大获成功或彻底失败。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Gree Electric Appliances of Zhuhai's past performance and to peers in the same industry. The analysts are definitely expecting Gree Electric Appliances of Zhuhai's growth to accelerate, with the forecast 9.6% annualised growth to the end of 2024 ranking favourably alongside historical growth of 1.5% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 8.6% annually. Gree Electric Appliances of Zhuhai is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.
这些估计是有趣的,但当比较预测时,将它们与珠海格力电器的过去表现和同行业中的其他企业相比较可能更有用。分析师们确实预计珠海格力电器的增长将加速,预测到2024年末的年化增长率为9.6%,与过去五年每年1.5%的历史增长相比表现良好。与同行业中其他公司相比,它们的收入预计每年增长8.6%。珠海格力电器预计将以与行业大致相同的速度增长,因此我们无法从其与竞争对手的增长相对比中得出任何结论。
The Bottom Line
最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是,营收预测未发生重大变化,业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元,最新估计不足以对价格目标产生影响。
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 Gree Electric Appliances of Zhuhai following these results. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at CN¥47.76, with the latest estimates not enough to have an impact on their price targets.
这里最重要的是,分析师们提高了每股收益的预测,这表明对珠海格力电器的乐观情绪已经明显增加。他们重新确认了收入的预测,该公司预计以与整个行业大致相同的速度增长。一致的价格目标保持在CN¥47.76元,最新的预测对价格目标没有产生影响。
Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple Gree Electric Appliances of Zhuhai analysts - going out to 2026, and you can see them free on our platform here.
继续这一思路,我们认为企业的长期前景比明年的盈利更重要。我们有多位珠海格力电器的分析师的预测,可以在我们的平台上免费查看。
Even so, be aware that Gree Electric Appliances of Zhuhai is showing 1 warning sign in our investment analysis , you should know about...
即便如此,请注意,根据我们的投资分析,珠海格力电器显示出一个警示信号,你应该了解一下......
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