Ningbo Tuopu Group Co.,Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
Ningbo Tuopu Group Co.,Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, Ningbo Tuopu Group Co.,Ltd. (SHSE:601689) just kicked off its latest quarterly results with some very strong numbers. It was overall a positive result, with revenues beating expectations by 3.7% to hit CN¥7.1b. Ningbo Tuopu GroupLtd reported statutory earnings per share (EPS) CN¥0.46, which was a notable 16% above what the analysts had forecast. 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.
正如您可能知道的那樣,拓普集團股份有限公司(SHSE:601689)剛剛發佈了最新的季度業績,數據非常強勁。總體而言,這是一個積極的結果,營業收入超出預期3.7%,達到了人民幣71億。拓普集團報告的每股收益爲人民幣0.46,比分析師預測的高出16%。這對投資者來說是一個重要的時刻,因爲他們可以通過報告追蹤公司的業績,看看專家們對明年的預測是什麼,以及業務預期是否有任何變化。因此,我們彙總了最新的報告後預測,看看估計對明年有何預期。
Taking into account the latest results, the current consensus from Ningbo Tuopu GroupLtd's 23 analysts is for revenues of CN¥34.0b in 2025. This would reflect a major 37% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to shoot up 36% to CN¥2.25. In the lead-up to this report, the analysts had been modelling revenues of CN¥34.1b and earnings per share (EPS) of CN¥2.24 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
考慮到最新的結果,拓普集團股份有限公司的23位分析師目前一致預測2025年營業收入將達到340億人民幣。這將反映過去12個月收入大幅增長37%。預計每股收益將上升36%,達到2.25人民幣。在本次報告之前,分析師們一直在模擬2025年的營業收入爲341億人民幣,每股收益爲2.24人民幣。因此,儘管分析師已更新其估算,但在最新的結果出來後,業務預期並沒有發生重大變化。
The consensus price target rose 5.9% to CN¥55.63despite there being no meaningful change to earnings estimates. It could be that the analystsare reflecting the predictability of Ningbo Tuopu GroupLtd's earnings by assigning a price premium. 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. The most optimistic Ningbo Tuopu GroupLtd analyst has a price target of CN¥65.70 per share, while the most pessimistic values it at CN¥45.00. 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.
儘管盈利預期沒有實質性變化,但共識價格目標上調了5.9%,達到55.63人民幣,這可能是因爲分析師認爲給予了拓普集團股份有限公司盈利的可預測性,從而給予了價格溢價。然而,從這些數據中我們還可以得出其他結論,因爲一些投資者在評估分析師的價格目標時也喜歡考慮預測價值的差距。拓普集團股份有限公司最樂觀的分析師以每股65.70人民幣的目標價值,而最悲觀的則爲45.00人民幣。這些價格目標顯示,分析師對業務有一些不同看法,但估算並不足以讓我們相信有些人在押注極致成功或徹底失敗。
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of Ningbo Tuopu GroupLtd'shistorical trends, as the 28% annualised revenue growth to the end of 2025 is roughly in line with the 32% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 18% per year. So although Ningbo Tuopu GroupLtd is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.
從更大的圖景來看,我們理解這些預測的方式之一是將其與過去的表現和行業增長預期進行對比。我們可以推斷從最新的預測中,預測預計寧波拓普集團的歷史趨勢將延續,因爲到2025年底的年化營業收入增長率爲28%,大致與過去五年32%的年增長率相當。相比之下,我們的數據顯示,同一行業中其他公司(有分析師覆蓋)的預測將每年增長18%。因此,雖然預計寧波拓普集團將保持其營業收入增長率,但預計它將比整個行業增長得更快。
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. Happily, there were no major changes to revenue forecasts, with the business still 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.
最明顯的結論是,最近業務前景沒有發生重大變化,分析師們維持他們的盈利預測穩定,與之前的估計一致。令人高興的是,營收預測沒有發生重大變化,公司仍然預計會比整個行業增長得更快。價格目標也有不錯的增長,分析師明顯感到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 estimates - from multiple Ningbo Tuopu GroupLtd analysts - 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更重要。我們有來自多位寧波拓普集團分析師的預測 - 一直到2026年,您可以在我們的平台上免費查看。
Don't forget that there may still be risks. For instance, we've identified 3 warning signs for Ningbo Tuopu GroupLtd (1 is potentially serious) you should be aware of.
不要忘記可能仍然存在風險。例如,我們已經確定了寧波拓普集團的3個警告信號(其中1個可能很嚴重),您應該注意。
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