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Beijing Haohua Energy Resource Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Beijing Haohua Energy Resource Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

北京浩華能源有限公司的收益未達到分析師的預期:以下是分析師現在的預測
Simply Wall St ·  04/19 07:54

Beijing Haohua Energy Resource Co., Ltd. (SHSE:601101) last week reported its latest annual results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. It was not a great result overall. Although revenues beat expectations, hitting CN¥8.6b, statutory earnings missed analyst forecasts by 17%, coming in at just CN¥0.72 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.

北京浩華能源有限公司(SHSE: 601101)上週公佈了其最新的年度業績,這是投資者深入了解該業務表現是否符合預期的好時機。總體而言,這不是一個好結果。儘管收入超出預期,達到86億元人民幣,但法定收益未達到分析師的預期17%,每股收益僅爲0.72元人民幣。對於投資者來說,盈利是一個重要時刻,因爲他們可以追蹤公司的業績,查看分析師對明年的預測,看看對公司的情緒是否發生了變化。根據這些結果,我們收集了最新的法定預測,以了解分析師是否改變了盈利模式。

earnings-and-revenue-growth
SHSE:601101 Earnings and Revenue Growth April 18th 2024
SHSE: 601101 2024 年 4 月 18 日收益和收入增長

Taking into account the latest results, the most recent consensus for Beijing Haohua Energy Resource from two analysts is for revenues of CN¥9.05b in 2024. If met, it would imply an okay 5.2% increase on its revenue over the past 12 months. Per-share earnings are expected to expand 19% to CN¥0.88. In the lead-up to this report, the analysts had been modelling revenues of CN¥8.88b and earnings per share (EPS) of CN¥1.01 in 2024. The analysts seem to have become more bearish following the latest results. While there were no changes to revenue forecasts, there was a real cut to EPS estimates.

考慮到最新業績,兩位分析師對北京浩華能源資源的最新共識是,2024年的收入爲90.5億元人民幣。如果得到滿足,這意味着其收入在過去12個月中增長了5.2%。每股收益預計將增長19%,至0.88元人民幣。在本報告發布之前,分析師一直在模擬2024年的收入爲88.8億元人民幣,每股收益(EPS)爲1.01元人民幣。最新業績公佈後,分析師似乎變得更加看跌。儘管收入預測沒有變化,但每股收益的預期確實有所下調。

Despite cutting their earnings forecasts,the analysts have lifted their price target 59% to CN¥10.00, suggesting that these impacts are not expected to weigh on the stock's value in the long term.

儘管下調了收益預期,但分析師仍將目標股價上調了59%,至10.00元人民幣,這表明從長遠來看,這些影響預計不會打壓該股的價值。

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. We would highlight that Beijing Haohua Energy Resource's revenue growth is expected to slow, with the forecast 5.2% annualised growth rate until the end of 2024 being well below the historical 15% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 4.1% annually. Even after the forecast slowdown in growth, it seems obvious that Beijing Haohua Energy Resource is also expected to grow faster than the wider industry.

現在從大局來看,我們理解這些預測的方法之一是看看它們與過去的表現和行業增長估計相比如何。我們要強調的是,北京浩華能源的收入增長預計將放緩,預計到2024年底的年化增長率爲5.2%,遠低於過去五年15%的歷史年增長率。相比之下,該行業中其他有分析師覆蓋的公司的收入預計將以每年4.1%的速度增長。即使在預測增長放緩之後,似乎很明顯,北京浩華能源資源的增長速度也將超過整個行業。

The Bottom Line

底線

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. 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.

要了解的最重要的一點是,分析師下調了每股收益的預期,這表明公佈這些業績後,市場情緒明顯下降。幸運的是,他們還再次確認了收入數字,表明收入符合預期。此外,我們的數據表明,收入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。

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. At least one analyst has provided forecasts out to 2026, which can be seen for free on our platform here.

根據這種思路,我們認爲該業務的長期前景比明年的收益重要得多。至少有一位分析師提供了到2026年的預測,可以在我們的平台上免費查看。

Before you take the next step you should know about the 1 warning sign for Beijing Haohua Energy Resource that we have uncovered.

在你採取下一步行動之前,你應該了解我們發現的北京浩華能源的1個警告標誌。

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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的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。

譯文內容由第三人軟體翻譯。


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