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These Analysts Just Made A Meaningful Downgrade To Their China-Singapore Suzhou Industrial Park Development Group Co., Ltd. (SHSE:601512) EPS Forecasts

These Analysts Just Made A Meaningful Downgrade To Their China-Singapore Suzhou Industrial Park Development Group Co., Ltd. (SHSE:601512) EPS Forecasts

這些分析師剛剛對中新蘇州工業園區開發集團有限公司(SHSE: 601512)的每股收益預測進行了有意義的下調
Simply Wall St ·  04/25 08:00

One thing we could say about the analysts on China-Singapore Suzhou Industrial Park Development Group Co., Ltd. (SHSE:601512) - they aren't optimistic, having just made a major negative revision to their near-term (statutory) forecasts for the organization. Revenue and earnings per share (EPS) forecasts were both revised downwards, with the analysts seeing grey clouds on the horizon.

關於中新蘇州工業園區開發集團有限公司(SHSE: 601512)的分析師,我們可以說一件事——他們並不樂觀,因爲他們剛剛對該組織的短期(法定)預測進行了重大負面修正。收入和每股收益(EPS)的預測均向下修正,分析師認爲灰雲即將出現。

Following the downgrade, the latest consensus from China-Singapore Suzhou Industrial Park Development Group's dual analysts is for revenues of CN¥4.9b in 2024, which would reflect a major 35% improvement in sales compared to the last 12 months. Statutory earnings per share are expected to be CN¥0.91, roughly flat on the last 12 months. Prior to this update, the analysts had been forecasting revenues of CN¥5.9b and earnings per share (EPS) of CN¥1.29 in 2024. Indeed, we can see that the analysts are a lot more bearish about China-Singapore Suzhou Industrial Park Development Group's prospects, administering a measurable cut to revenue estimates and slashing their EPS estimates to boot.

降級之後,中新蘇州工業園區開發集團雙重分析師的最新共識是,2024年的收入爲49億元人民幣,這將反映出與過去12個月相比銷售額將大幅增長35%。法定每股收益預計爲0.91元人民幣,與過去12個月基本持平。在本次更新之前,分析師一直預測2024年的收入爲59億元人民幣,每股收益(EPS)爲1.29元人民幣。事實上,我們可以看到,分析師對中新蘇州工業園區開發集團的前景更加悲觀,他們大幅削減了收入預期,並下調了每股收益預期。

earnings-and-revenue-growth
SHSE:601512 Earnings and Revenue Growth April 25th 2024
SHSE: 601512 2024 年 4 月 25 日的收益和收入增長

It'll come as no surprise then, to learn that the analysts have cut their price target 10% to CN¥11.37.

因此,得知分析師已將目標股價下調10%至11.37元人民幣也就不足爲奇了。

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that China-Singapore Suzhou Industrial Park Development Group's rate of growth is expected to accelerate meaningfully, with the forecast 35% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 0.6% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 5.1% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that China-Singapore Suzhou Industrial Park Development Group is expected to grow much faster than its industry.

當然,看待這些預測的另一種方法是將它們與行業本身聯繫起來。從最新估計中可以明顯看出,中新蘇州工業園區開發集團的增長率預計將顯著加快,預計到2024年底的年化收入增長率爲35%,將明顯快於其過去五年0.6%的歷史年增長率。相比之下,同行業的其他公司預計收入每年將增長5.1%。考慮到收入增長的預測,很明顯,中新蘇州工業園區開發集團的增長速度預計將比其行業快得多。

The Bottom Line

底線

The most important thing to take away is that analysts cut their earnings per share estimates, expecting a clear decline in business conditions. Unfortunately, analysts also downgraded their revenue estimates, although our data indicates revenues are expected to perform better than the wider market. After such a stark change in sentiment from analysts, we'd understand if readers now felt a bit wary of China-Singapore Suzhou Industrial Park Development Group.

要了解的最重要的一點是,分析師下調了每股收益預期,預計業務狀況將明顯下降。不幸的是,分析師也下調了收入預期,儘管我們的數據顯示收入表現預計將好於整個市場。在分析師的觀點發生了如此明顯的變化之後,我們可以理解讀者現在是否對中新蘇州工業園區開發集團感到有些警惕。

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At least one analyst has provided forecasts out to 2026, which can be seen for 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。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。

Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this free list of stocks that insiders are buying.

當然,看到公司管理層將大量資金投資於股票與了解分析師是否在下調預期一樣有用。因此,您可能還希望搜索這份內部人士正在購買的免費股票清單。

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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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