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Hangzhou Sunrise Technology Co.,Ltd. Just Beat EPS By 7.1%: Here's What Analysts Think Will Happen Next

Hangzhou Sunrise Technology Co.,Ltd. Just Beat EPS By 7.1%: Here's What Analysts Think Will Happen Next

杭州日升科技有限公司, Ltd. 刚刚超过每股收益7.1%:以下是分析师认为接下来会发生的事情
Simply Wall St ·  04/21 09:42

Investors in Hangzhou Sunrise Technology Co.,Ltd. (SZSE:300360) had a good week, as its shares rose 6.0% to close at CN¥15.46 following the release of its yearly results. Results look mixed - while revenue fell marginally short of analyst estimates at CN¥1.8b, statutory earnings beat expectations 7.1%, with Hangzhou Sunrise TechnologyLtd reporting profits of CN¥1.20 per share. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

杭州日升科技有限公司的投资者, Ltd.(深圳证券交易所代码:300360)本周表现良好,在公布年度业绩后,其股价上涨6.0%,收于15.46元人民币。业绩好坏参半——收入略低于分析师预期的18亿元人民币,法定收益超出预期的7.1%,杭州日升科技有限公司公布的每股利润为1.20元人民币。对于投资者来说,盈利是一个重要时刻,因为他们可以追踪公司的业绩,查看分析师对明年的预测,看看对公司的情绪是否发生了变化。根据这些结果,我们收集了最新的法定预测,以了解分析师是否改变了盈利模式。

earnings-and-revenue-growth
SZSE:300360 Earnings and Revenue Growth April 21st 2024
深圳证券交易所:300360 2024年4月21日收益和收入增长

Taking into account the latest results, the most recent consensus for Hangzhou Sunrise TechnologyLtd from five analysts is for revenues of CN¥2.17b in 2024. If met, it would imply a sizeable 23% increase on its revenue over the past 12 months. Per-share earnings are expected to rise 2.3% to CN¥1.22. Yet prior to the latest earnings, the analysts had been anticipated revenues of CN¥2.57b and earnings per share (EPS) of CN¥1.41 in 2024. It looks like sentiment has declined substantially in the aftermath of these results, with a real cut to revenue estimates and a substantial drop in earnings per share numbers as well.

考虑到最新业绩,五位分析师对杭州日升科技有限公司的最新共识是,2024年的收入为21.7亿元人民币。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23%。每股收益预计将增长2.3%,至1.22元人民币。然而,在最新财报公布之前,分析师曾预计2024年的收入为25.7亿元人民币,每股收益(EPS)为1.41元人民币。这些业绩公布后,市场情绪似乎已大幅下降,收入预期实际下调,每股收益数字也大幅下降。

Despite the cuts to forecast earnings, there was no real change to the CN¥18.70 price target, showing that the analysts don't think the changes have a meaningful impact on its intrinsic value. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic Hangzhou Sunrise TechnologyLtd analyst has a price target of CN¥21.24 per share, while the most pessimistic values it at CN¥15.85. This is a very narrow spread of estimates, implying either that Hangzhou Sunrise TechnologyLtd is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

尽管下调了预期收益,但18.70元人民币的目标股价没有实际变化,这表明分析师认为这些变化不会对其内在价值产生有意义的影响。但是,固定单一价格目标可能是不明智的,因为共识目标实际上是分析师目标股价的平均值。因此,一些投资者喜欢查看估计范围,看看对公司的估值是否有任何分歧。最乐观的杭州日升科技有限公司分析师将目标股价定为每股21.24元人民币,而最悲观的分析师则将目标股价定为15.85元人民币。这与估计值的差异非常小,这意味着杭州日升科技有限公司是一家易于估值的公司,或者——更有可能是——分析师严重依赖一些关键假设。

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's clear from the latest estimates that Hangzhou Sunrise TechnologyLtd's rate of growth is expected to accelerate meaningfully, with the forecast 23% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 17% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 18% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Hangzhou Sunrise TechnologyLtd to grow faster than the wider industry.

我们可以从大局的角度看待这些估计值的另一种方式,例如预测如何与过去的表现相提并论,以及预测相对于业内其他公司是否或多或少看涨。从最新估计中可以明显看出,杭州日升科技有限公司的增长率预计将大幅加快,预计到2024年底的年化收入增长为23%,明显快于其过去五年中17%的历史增长。相比之下,我们的数据表明,预计类似行业的其他公司(有分析师报道)的收入将以每年18%的速度增长。显而易见,尽管增长前景比最近更加光明,但分析师也预计,杭州日升科技有限公司的增长速度将超过整个行业。

The Bottom Line

底线

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Hangzhou Sunrise TechnologyLtd. Regrettably, they also downgraded their revenue estimates, but the latest forecasts still imply the business will grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

最大的担忧是,分析师下调了每股收益预期,这表明杭州日升科技有限公司可能会面临业务不利因素。遗憾的是,他们还下调了收入预期,但最新的预测仍然表明该业务的增长速度将超过整个行业。共识目标股价没有实际变化,这表明根据最新估计,该业务的内在价值没有发生任何重大变化。

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 Hangzhou Sunrise TechnologyLtd analysts - going out to 2026, and you can see them free on our platform here.

根据这种思路,我们认为该业务的长期前景比明年的收益重要得多。根据多位杭州日升科技有限公司分析师的估计,预计将持续到2026年,你可以在我们的平台上免费查看。

That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 1 warning sign with Hangzhou Sunrise TechnologyLtd , and understanding this should be part of your investment process.

尽管如此,仍然有必要考虑永远存在的投资风险阴影。我们已经向杭州日升科技有限公司确定了1个警告信号,我们知道这应该是您投资过程的一部分。

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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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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。

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