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.
寶瑪特國際集團有限公司（HKG: 9992）的股東本週將感到高興，因爲根據最新的年度業績，該股股價上漲了18％，至27.65港元。波普瑪特國際集團公佈的收入爲63億元人民幣，與分析師的預測大致一致，儘管法定每股收益（EPS）爲0.81元人民幣，超出預期，比分析師的預期高出6.9％。對於投資者來說，這是一個重要時刻，因爲他們可以在報告中追蹤公司的業績，看看專家對明年的預測，看看對該業務的預期是否有任何變化。因此，我們收集了最新的業績後預測，以了解估計對明年的預測。
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.
考慮到最新業績，17位分析師對波普瑪特國際集團的最新共識是，2024年的收入爲81.5億元人民幣。如果得到滿足，這意味着其收入在過去12個月中將大幅增長29％。預計每股收益將激增27％，至1.04元人民幣。在本業績發佈之前，分析師一直預測2024年的收入爲77.7億元人民幣，每股收益（EPS）爲1.00元人民幣。最新業績公佈後，市場情緒似乎略有增加，分析師對收入和收益的預測變得更加樂觀了。
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.
在這些上調的支持下，分析師將Pop Mart International Group的目標股價提高了7.0％，至29.26港元也就不足爲奇了。但是，這並不是我們可以從這些數據中得出的唯一結論，因爲一些投資者在評估分析師目標股價時也喜歡考慮估計值的差異。目前，最看漲的分析師對波普瑪特國際集團的估值爲每股32.79港元，而最看跌的分析師估值爲18.99港元。這些目標股價表明，分析師對該業務的看法確實有所不同，但這些估計的差異不足以向我們表明，有些人押注取得巨大成功或徹底失敗。
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.
這些估計很有趣，但是在查看預測與Pop Mart International Group過去的表現以及與同一行業的同行進行比較時，可以更粗略地描繪一些線索。分析師表示，截至2024年底將帶來更多相同的情況，收入按年計算預計將增長29％。這與其在過去五年中30％的年增長率一致。相比之下，分析師估計（總計），整個行業的收入將每年增長10％。因此，很明顯，預計Pop Mart International Group的增長速度將大大快於其行業。
The Bottom Line
底線
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.
對我們來說，最大的收穫是共識的每股收益上調，這表明人們對Pop Mart International Group明年盈利潛力的看法明顯改善。令人高興的是，他們還上調了收入預期，他們的預測表明，該業務的增長速度預計將快於整個行業。目標股價也大幅提高，分析師顯然認爲該業務的內在價值正在提高。
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.
話雖如此，公司收益的長期軌跡比明年重要得多。我們對Pop Mart International Group的預測將持續到2026年，你可以在我們的平台上免費查看。
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.
您還可以看到我們對Pop Mart International Group董事會和首席執行官薪酬和經驗的分析，以及公司內部人士是否一直在購買股票。
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