share_log

Earnings Update: Here's Why Analysts Just Lifted Their YanKer Shop Food Co.,Ltd (SZSE:002847) Price Target To CN¥59.56

Earnings Update: Here's Why Analysts Just Lifted Their YanKer Shop Food Co.,Ltd (SZSE:002847) Price Target To CN¥59.56

收益更新:分析师刚刚将盐津铺子食品股份有限公司(SZSE:002847)的目标股价上调至59.56人民币
Simply Wall St ·  2024/10/31 19:51

Last week, you might have seen that YanKer shop Food Co.,Ltd (SZSE:002847) released its third-quarter result to the market. The early response was not positive, with shares down 9.1% to CN¥50.08 in the past week. YanKer shop FoodLtd reported in line with analyst predictions, delivering revenues of CN¥1.4b and statutory earnings per share of CN¥1.86, suggesting the business is executing well and in line with its plan. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

上周,您可能已经看到盐津铺子食品股份有限公司(SZSE:002847)向市场发布了其第三季度的业绩。初期反应并不积极,股价下跌了9.1%,报50.08元。盐津铺子食品报告符合分析师的预测,营业收入达到14亿人民币,每股收益为1.86元,表明业务执行良好,并与计划一致。分析师通常会在每份财报后更新他们的预测,我们可以从他们的估计中判断公司的看法是否有所改变,或者是否有任何需要注意的新问题。我们认为读者会发现有趣看到分析师对明年最新(法定)财报后的预测。

big
SZSE:002847 Earnings and Revenue Growth October 31st 2024
SZSE:002847 2024年10月31日收益和营收增长

Following the latest results, YanKer shop FoodLtd's 13 analysts are now forecasting revenues of CN¥6.38b in 2025. This would be a sizeable 28% improvement in revenue compared to the last 12 months. Per-share earnings are expected to leap 34% to CN¥2.97. Before this earnings report, the analysts had been forecasting revenues of CN¥6.32b and earnings per share (EPS) of CN¥2.98 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

根据最新的结果,盐津铺子食品有限公司的13位分析师现在预测该公司2025年的营业收入将达到63.8亿人民币。与过去12个月相比,这将是营收大幅增长28%。预计每股收益将飙升34%,达到2.97元。在此财报发布之前,分析师一直预测2025年的营业收入为63.2亿人民币,每股收益为2.98元。很明显,尽管分析师已更新其预测,但在最新的结果后,对于企业的预期并没有发生重大变化。

With the analysts reconfirming their revenue and earnings forecasts, it's surprising to see that the price target rose 12% to CN¥59.56. It looks as though they previously had some doubts over whether the business would live up to their expectations. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on YanKer shop FoodLtd, with the most bullish analyst valuing it at CN¥70.80 and the most bearish at CN¥51.00 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

随着分析师重申他们的营收和盈利预测,令人惊讶的是,股价目标上调了12%,达到59.56元。看起来他们此前对于企业是否能达到他们的期望曾有一些怀疑。然而,从这些数据中我们还可以得出另一个结论,即一些投资者在评估分析师的股价目标时也喜欢考虑预测的差异范围。对于盐津铺子食品有限公司存在一些不同的看法,最看好的分析师对其估值为70.80元,而最看淡的为51.00元/股。正如您所见,分析师对于该股票的未来存在分歧,但估计范围仍然相对狭窄,这可能暗示结果并非完全不可预测。

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 22% growth on an annualised basis. That is in line with its 26% annual growth 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 revenues grow 11% per year. So although YanKer shop FoodLtd is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

现在来看大局,我们可以通过将这些预测与过去的业绩和行业增长预期进行比较来理解。到2025年底,根据分析师的预测,营业收入预计将以年均22%的增长率显示。这与过去五年中每年增长26%的情况一致。相比之下,我们的数据显示,在类似行业中,其他公司(有分析师覆盖)预计每年营收将增长11%。因此,尽管盐津铺子有望保持营收增长率,但预计其增速肯定会快于整个行业。

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 to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected 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.

最重要的是,分析师们重申,该公司的业绩表现符合之前的每股收益预期。幸运的是,他们还重申了营收数据,表明其跟预期保持一致。此外,我们的数据表明,营收预计将比整个行业增长更快。分析师们对公司内在价值的升值感到满意,价格目标也有了不错的提升。

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple YanKer shop FoodLtd analysts - going out to 2026, and you can see them free on our platform here.

请记住,我们仍然认为业务的长期轨迹对投资者来说更加重要。我们从多个盐津铺子分析师的估计中得知,他们的预测延伸至2026年,您可以在我们的平台免费查看。

Plus, you should also learn about the 1 warning sign we've spotted with YanKer shop FoodLtd .

另外,您还应该了解我们发现的盐津铺子1个警示信号。

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.

对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。
这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发