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Investors Bid Shenzhen Bingchuan NetworkLtd (SZSE:300533) up CN¥525m Despite Increasing Losses YoY, Taking Three-year CAGR to 17%

Investors Bid Shenzhen Bingchuan NetworkLtd (SZSE:300533) up CN¥525m Despite Increasing Losses YoY, Taking Three-year CAGR to 17%

投資者買盤深圳賓川網絡股份有限公司(SZSE:300533)上漲52500萬人民幣,儘管年度虧損增加,使三年複合年增長率達到17%
Simply Wall St ·  2024/11/11 17:38

By buying an index fund, investors can approximate the average market return. But many of us dare to dream of bigger returns, and build a portfolio ourselves. Just take a look at Shenzhen Bingchuan Network Co.,Ltd. (SZSE:300533), which is up 47%, over three years, soundly beating the market decline of 14% (not including dividends).

通過購買指數基金,投資者可以接近市場的平均回報。但是我們中的許多人敢於夢想更高的回報,並自己建立投資組合。看看冰川網絡有限公司(SZSE:300533),在三年內上漲了47%,遠遠超過了市場下跌的14%(不包括分紅派息)。

Since it's been a strong week for Shenzhen Bingchuan NetworkLtd shareholders, let's have a look at trend of the longer term fundamentals.

由於冰川網絡有限公司的股東這一週表現強勁,讓我們看看長期基本面的趨勢。

Shenzhen Bingchuan NetworkLtd wasn't profitable in the last twelve months, it is unlikely we'll see a strong correlation between its share price and its earnings per share (EPS). Arguably revenue is our next best option. When a company doesn't make profits, we'd generally hope to see good revenue growth. As you can imagine, fast revenue growth, when maintained, often leads to fast profit growth.

冰川網絡有限公司在過去12個月內未盈利,因此其股價與每股收益(EPS)之間幾乎沒有強相關性。不可否認的是,營業收入是我們的下一個最佳選擇。當一家公司沒有利潤時,我們一般希望看到良好的營業收入增長。如你所想,快速的營業收入增長,在維持下去的情況下,往往會導致快速的利潤增長。

In the last 3 years Shenzhen Bingchuan NetworkLtd saw its revenue grow at 46% per year. That's well above most pre-profit companies. While the compound gain of 14% per year over three years is pretty good, you might argue it doesn't fully reflect the strong revenue growth. So now might be the perfect time to put Shenzhen Bingchuan NetworkLtd on your radar. A window of opportunity may reveal itself with time, if the business can trend to profitability.

在過去的3年裏,冰川網絡有限公司的營業收入年增長率爲46%。這遠高於大多數尚未盈利的公司。雖然三年來每年14%的複合收益相當不錯,但你可能會認爲這並未完全反映強勁的營業收入增長。所以現在可能是將冰川網絡有限公司放在你雷達上的完美時機。如果業務能夠趨向於盈利,機會之窗可能會隨時間而顯現。

You can see below how earnings and revenue have changed over time (discover the exact values by clicking on the image).

您可以在下面看到盈利和營業收入隨時間的變化(通過點擊圖片發現確切值)。

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SZSE:300533 Earnings and Revenue Growth November 11th 2024
SZSE:300533 每股收益和營業收入增長 2024年11月11日

Take a more thorough look at Shenzhen Bingchuan NetworkLtd's financial health with this free report on its balance sheet.

通過這份關於冰川網絡有限公司資產負債表的免費報告,更全面地了解其財務健康狀況。

What About Dividends?

關於分紅派息的問題

When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. In the case of Shenzhen Bingchuan NetworkLtd, it has a TSR of 59% for the last 3 years. That exceeds its share price return that we previously mentioned. And there's no prize for guessing that the dividend payments largely explain the divergence!

在考慮投資回報時,考慮股東總回報率(TSR)和股票價格回報之間的差異非常重要。TSR是一種回報計算,考慮了現金分紅的價值(假設任何收到的分紅被再投資)以及計算出的任何折扣資本籌集和剝離的價值。可以公正地說,TSR爲支付分紅的股票提供了更完整的圖景。在冰川網絡有限公司的案例中,它在過去三年中的TSR爲59%。這超過了我們之前提到的其股票價格回報。而且,分紅支付在很大程度上解釋了這種差異!

A Different Perspective

不同的視角

Investors in Shenzhen Bingchuan NetworkLtd had a tough year, with a total loss of 36% (including dividends), against a market gain of about 11%. However, keep in mind that even the best stocks will sometimes underperform the market over a twelve month period. Longer term investors wouldn't be so upset, since they would have made 4%, each year, over five years. If the fundamental data continues to indicate long term sustainable growth, the current sell-off could be an opportunity worth considering. It's always interesting to track share price performance over the longer term. But to understand Shenzhen Bingchuan NetworkLtd better, we need to consider many other factors. Take risks, for example - Shenzhen Bingchuan NetworkLtd has 3 warning signs (and 2 which are significant) we think you should know about.

冰川網絡有限公司的投資者去年遇到了困難,總損失爲36%(包括分紅),而市場收益約爲11%。然而,請記住,即使是最佳股票在十二個月期間有時也會表現不佳。長期投資者可能不會太沮喪,因爲他們在五年內每年獲得了4%的收益。如果基本數據繼續表明長期可持續增長,目前的拋售可能是一個值得考慮的機會。跟蹤股票價格的長期表現總是很有趣。但要更好地理解冰川網絡有限公司,我們需要考慮許多其他因素。例如風險 - 冰川網絡有限公司有3個警告信號(其中2個是顯著的),我們認爲你應該了解。

But note: Shenzhen Bingchuan NetworkLtd may not be the best stock to buy. So take a peek at this free list of interesting companies with past earnings growth (and further growth forecast).

但請注意:冰川網絡有限公司可能不是最佳的買入股票。所以看看這份免費列表,其中有有趣的公司,具有過去的收益增長(以及進一步的增長預測)。

Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Chinese exchanges.

請注意,本文中引用的市場回報反映了目前在中國交易所交易的股票的市場加權平均回報。

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.

對本文有反饋?對內容有疑慮?請直接與我們聯繫。或者,發送電子郵件至 editorial-team (at) simplywallst.com。
這篇來自Simply Wall ST的文章是一般性的。我們根據歷史數據和分析師預測提供評論,採用無偏見的方法,我們的文章並不旨在提供財務建議。它不構成對任何股票的買入或賣出建議,也未考慮到您的目標或財務狀況。我們旨在爲您提供以基本數據驅動的長期分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall ST在提到的任何股票中均沒有持倉。

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