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Jiangsu Boqian New Materials Stock Co., Ltd. Just Recorded A 15% Revenue Beat: Here's What Analysts Think

Jiangsu Boqian New Materials Stock Co., Ltd. Just Recorded A 15% Revenue Beat: Here's What Analysts Think

江蘇博遷新材料股份有限公司剛剛錄得15%的營業收入超額完成:分析師的看法是什麼
Simply Wall St ·  10/30 07:19

Jiangsu Boqian New Materials Stock Co., Ltd. (SHSE:605376) investors will be delighted, with the company turning in some strong numbers with its latest results. It was a positive result, with revenues and statutory earnings per share (EPS) both performing well. Revenues were 15% higher than the analysts had forecast, at CN¥289m, while EPS of CN¥0.12 beat analyst models by 9.1%. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Jiangsu Boqian New Materials Stock after the latest results.

江蘇博遷新材股票有限公司(SHSE:605376)的投資者將會感到高興,因爲公司在最新業績中表現出色。這是一個積極的結果,營業收入和每股收益都表現良好。營業收入比分析師預測的高出15%,爲人民幣28900萬元,而每股收益爲人民幣0.12,比分析師的預期高出9.1%。對投資者來說,這是一個重要時刻,他們可以通過報告跟蹤公司的表現,查看專家對明年的預測,以及查看業務預期是否有任何變化。讀者們將很高興知道,我們已彙總了最新的法定預測結果,以查看分析師在最新業績後是否改變了對江蘇博遷新材股票的看法。

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SHSE:605376 Earnings and Revenue Growth October 29th 2024
SHSE:605376在2024年10月29日的盈利和營業收入增長情況

Taking into account the latest results, the most recent consensus for Jiangsu Boqian New Materials Stock from three analysts is for revenues of CN¥1.19b in 2025. If met, it would imply a substantial 29% increase on its revenue over the past 12 months. Per-share earnings are expected to jump 343% to CN¥0.68. Before this earnings report, the analysts had been forecasting revenues of CN¥1.33b and earnings per share (EPS) of CN¥0.68 in 2025. So there's been a clear change in sentiment after these results, with the analysts making a real cut to revenues and reconfirming their earnings per share estimates.

考慮到最新的結果,三位分析師對江蘇博遷新材股票在2025年的營業收入達成的最新共識爲人民幣11.9億元。如果達到這一指標,將意味着其營業收入在過去12個月內大幅增長29%。預計每股收益將增長343%,達到人民幣0.68。在此次盈利報告之前,分析師們曾預測2025年的營業收入爲人民幣13.3億元,每股收益爲人民幣0.68。因此,在這些結果後,市場情緒明顯發生變化,分析師們實際上削減了營業收入預期,並重新確認了其每股收益預測。

The average price target was steady at CN¥23.00even though revenue estimates declined; likely suggesting the analysts place a higher value on earnings.

即使收入預期下降,平均價格目標仍穩定在人民幣23.00,這可能暗示分析師更看重盈利。

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's clear from the latest estimates that Jiangsu Boqian New Materials Stock's rate of growth is expected to accelerate meaningfully, with the forecast 23% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 7.2% 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 9.5% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Jiangsu Boqian New Materials Stock is expected to grow much faster than its industry.

了解這些預測更多背景的一種方式是比較其與過去業績以及同行業其他公司的表現。從最新的預測來看,預計江蘇博遷新材股票的增長速度將會明顯加快,到2025年底預計年均營業收入增長率將達到23%,顯著快於其過去五年間年均增長7.2%。相比之下,我們的數據表明同行業其他公司(有分析師覆蓋)預計年營業收入增長率爲9.5%。考慮到營業收入預計加速增長,很顯然,江蘇博遷新材股票的增速將遠快於其所處行業。

The Bottom Line

最重要的事情是分析師增加了它對下一年每股虧損的估計。令人欣慰的是,營收預測未發生重大變化,業務仍有望比整個行業增長更快。共識價格目標穩定在28.50美元,最新估計不足以對價格目標產生影響。

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. They also downgraded Jiangsu Boqian New Materials Stock's revenue estimates, but industry data suggests that it is expected to grow faster than the wider industry. Yet - earnings are more important to the intrinsic value of the business. The consensus price target held steady at CN¥23.00, with the latest estimates not enough to have an impact on their price targets.

最明顯的結論是最近業務前景沒有發生重大變化,分析師們保持其盈利預測穩定,與之前的估計相一致。他們還下調了江蘇博遷新材股票的營業收入預測,但行業數據表明預計增速將快於整個行業。然而,盈利對業務的內在價值更爲重要。一致目標價格保持在人民幣23.00元,最新估計不足以對其價格目標產生影響。

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Jiangsu Boqian New Materials Stock analysts - going out to 2026, and you can see them free on our platform here.

記住,我們仍然認爲對投資者來說,業務的長期發展軌跡更爲重要。我們有來自多位江蘇博遷新材股票分析師的預測,延續至2026年,您可以在我們的平台上免費查看。

You should always think about risks though. Case in point, we've spotted 2 warning signs for Jiangsu Boqian New Materials Stock you should be aware of.

然而,您應該始終考慮風險。例如,我們已經發現江蘇博遷新材有兩個警示信號,您應該注意。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
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.

對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。

譯文內容由第三人軟體翻譯。


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