Pop Mart International Group Limited Just Recorded A 6.9% EPS Beat: Here's What Analysts Are Forecasting Next
Pop Mart International Group Limited Just Recorded A 6.9% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders of Pop Mart International Group Limited (HKG:9992) will be pleased this week, given that the stock price is up 18% to HK$27.65 following its latest yearly results. Pop Mart International Group reported CN¥6.3b in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of CN¥0.81 beat expectations, being 6.9% higher than what the analysts expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
宝玛特国际集团有限公司（HKG: 9992）的股东本周将感到高兴，因为根据最新的年度业绩，该股股价上涨了18％，至27.65港元。波普玛特国际集团公布的收入为63亿元人民币，与分析师的预测大致一致，尽管法定每股收益（EPS）为0.81元人民币，超出预期，比分析师的预期高出6.9％。对于投资者来说，这是一个重要时刻，因为他们可以在报告中追踪公司的业绩，看看专家对明年的预测，看看对该业务的预期是否有任何变化。因此，我们收集了最新的财报后预测，以了解估计对明年的预测。
Taking into account the latest results, the most recent consensus for Pop Mart International Group from 17 analysts is for revenues of CN¥8.15b in 2024. If met, it would imply a major 29% increase on its revenue over the past 12 months. Per-share earnings are expected to surge 27% to CN¥1.04. Before this earnings report, the analysts had been forecasting revenues of CN¥7.77b and earnings per share (EPS) of CN¥1.00 in 2024. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings.
考虑到最新业绩，17位分析师对波普玛特国际集团的最新共识是，2024年的收入为81.5亿元人民币。如果得到满足，这意味着其收入在过去12个月中将大幅增长29％。预计每股收益将激增27％，至1.04元人民币。在本财报发布之前，分析师一直预测2024年的收入为77.7亿元人民币，每股收益（EPS）为1.00元人民币。最新业绩公布后，市场情绪似乎略有增加，分析师对收入和收益的预测变得更加乐观了。
It will come as no surprise to learn that the analysts have increased their price target for Pop Mart International Group 7.0% to HK$29.26on the back of these upgrades. 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. Currently, the most bullish analyst values Pop Mart International Group at HK$32.79 per share, while the most bearish prices it at HK$18.99. 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.
在这些上调的支持下，分析师将Pop Mart International Group的目标股价提高了7.0％，至29.26港元也就不足为奇了。但是，这并不是我们可以从这些数据中得出的唯一结论，因为一些投资者在评估分析师目标股价时也喜欢考虑估计值的差异。目前，最看涨的分析师对波普玛特国际集团的估值为每股32.79港元，而最看跌的分析师估值为18.99港元。这些目标股价表明，分析师对该业务的看法确实有所不同，但这些估计的差异不足以向我们表明，有些人押注取得巨大成功或彻底失败。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Pop Mart International Group's past performance and to peers in the same industry. The period to the end of 2024 brings more of the same, according to the analysts, with revenue forecast to display 29% growth on an annualised basis. That is in line with its 30% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 10% annually. So it's pretty clear that Pop Mart International Group is forecast to grow substantially faster than its industry.
这些估计很有趣，但是在查看预测与Pop Mart International Group过去的表现以及与同一行业的同行进行比较时，可以更粗略地描绘一些线索。分析师表示，截至2024年底将带来更多相同的情况，收入按年计算预计将增长29％。这与其在过去五年中30％的年增长率一致。相比之下，分析师估计（总计），整个行业的收入将每年增长10％。因此，很明显，预计Pop Mart International Group的增长速度将大大快于其行业。
The Bottom Line
底线
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Pop Mart International Group's earnings potential next year. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business 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.
对我们来说，最大的收获是共识的每股收益上调，这表明人们对Pop Mart International Group明年盈利潜力的看法明显改善。令人高兴的是，他们还上调了收入预期，他们的预测表明，该业务的增长速度预计将快于整个行业。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 Pop Mart International Group going out to 2026, 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Pop Mart International Group的预测将持续到2026年，你可以在我们的平台上免费查看。
You can also see our analysis of Pop Mart International Group's Board and CEO remuneration and experience, and whether company insiders have been buying stock.
您还可以看到我们对Pop Mart International Group董事会和首席执行官薪酬和经验的分析，以及公司内部人士是否一直在购买股票。
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