-
市场
-
产品
-
资讯
-
Moo社区
-
课堂
-
查看更多
-
功能介绍
-
费用费用透明,无最低余额限制
投资选择、功能介绍、费用相关信息由Moomoo Financial Inc.提供
- English
- 中文繁體
- 中文简体
- 深色
- 浅色
Some SJM Holdings Limited (HKG:880) Analysts Just Made A Major Cut To Next Year's Estimates
Some SJM Holdings Limited (HKG:880) Analysts Just Made A Major Cut To Next Year's Estimates
The latest analyst coverage could presage a bad day for SJM Holdings Limited (HKG:880), with the analysts making across-the-board cuts to their statutory estimates that might leave shareholders a little shell-shocked. Both revenue and earnings per share (EPS) estimates were cut sharply as the analysts factored in the latest outlook for the business, concluding that they were too optimistic previously.
Following the downgrade, the most recent consensus for SJM Holdings from its 15 analysts is for revenues of HK$9.3b in 2022 which, if met, would be a reasonable 3.5% increase on its sales over the past 12 months. Losses are expected to be contained, narrowing 14% from last year to HK$0.82. Yet prior to the latest estimates, the analysts had been forecasting revenues of HK$12b and losses of HK$0.71 per share in 2022. So there's been quite a change-up of views after the recent consensus updates, with the analysts making a serious cut to their revenue forecasts while also expecting losses per share to increase.
See our latest analysis for SJM Holdings
SEHK:880 Earnings and Revenue Growth August 7th 2022The consensus price target fell 12% to HK$4.25, with the analysts clearly concerned about the company following the weaker revenue and earnings outlook. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values SJM Holdings at HK$7.15 per share, while the most bearish prices it at HK$2.80. We would probably assign less value to the forecasts in this situation, because such a wide range of estimates could imply that the future of this business is difficult to value accurately. With this in mind, we wouldn't rely too heavily on the consensus price target, as it is just an average and analysts clearly have some deeply divergent views on the business.
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. For example, we noticed that SJM Holdings' rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 7.1% growth to the end of 2022 on an annualised basis. That is well above its historical decline of 29% a year over the past five years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 25% annually for the foreseeable future. Although SJM Holdings' revenues are expected to improve, it seems that the analysts are still bearish on the business, forecasting it to grow slower than the broader industry.
The Bottom Line
The most important thing to take away is that analysts increased their loss per share estimates for this year. Regrettably, they also downgraded their revenue estimates, and the latest forecasts imply the business will grow sales slower than the wider market. Given the scope of the downgrades, it would not be a surprise to see the market become more wary of the business.
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for SJM Holdings going out to 2024, and you can see them free on our platform here.
Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies that insiders are buying.
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.
最新的分析师报道可能预示着对澳博控股有限公司(HKG:880),分析师全面削减他们的法定估计,这可能会让股东有点震惊。营收和每股收益(EPS)预期均大幅下调,因为分析师将最新的业务前景考虑在内,得出结论认为他们之前过于乐观。
评级下调后,澳博控股15位分析师对澳博控股的最新共识是,2022年收入将达到93亿港元,如果实现这一目标,将比过去12个月的销售额合理增长3.5%。预计亏损将得到控制,较去年收窄14%,至0.82港元。然而,在最新估计之前,分析师们一直预测2022年营收为120亿港元,每股亏损0.71港元。因此,在最近的共识更新之后,人们的观点发生了相当大的变化,分析师们大幅下调了收入预期,同时预计每股亏损将会增加。
查看我们对澳博控股的最新分析
联交所:880盈利及收入增长2022年8月7日目标股价下跌12%,至4.25港元,分析师显然对该公司感到担忧,此前该公司营收和盈利前景较弱。然而,盯着一个单一的价格目标可能是不明智的,因为共识目标实际上是分析师价格目标的平均值。因此,一些投资者喜欢看看预估区间,看看对该公司的估值是否存在分歧意见。目前,最乐观的分析师对澳博控股的估值为每股7.15港元,而最悲观的分析师对其估值为2.80港元。在这种情况下,我们可能会对预测给予较低的价值,因为如此大的估计范围可能意味着,这项业务的未来很难准确估值。考虑到这一点,我们不会过于依赖共识目标价,因为这只是一个平均值,分析师显然对该业务有一些严重的分歧。
了解这些预测的更多背景信息的一种方法是,看看它们与过去的表现如何比较,以及同行业的其他公司的表现如何。例如,我们注意到澳博控股的增长率预计将大幅加快,预计截至2022年底的收入按年率计算将增长7.1%。这远高于过去五年每年29%的历史降幅。相比之下,分析师对更广泛行业的预测表明,在可预见的未来,(总体)行业收入预计将以每年25%的速度增长。尽管澳博控股的营收预计将有所改善,但分析师似乎仍看空该业务,预计其增长速度将慢于整个行业。
底线
最重要的是,分析师上调了对今年每股亏损的预期。令人遗憾的是,他们还下调了收入预期,最新预测表明,该业务的销售增长将低于更广泛的市场。考虑到评级下调的范围,市场对这项业务变得更加警惕并不令人意外。
话虽如此,该公司盈利的长期轨迹比明年重要得多。在Simply Wall St.,我们有一系列分析师对澳博控股到2024年的预测,你可以在我们的平台上免费看到。
搜索有趣的公司的另一种方式可能是到达拐点是跟踪管理层是在买入还是在卖出,我们的免费内部人士正在收购的成长型公司名单。
对这篇文章有什么反馈吗?担心内容吗? 保持联系直接与我们联系。或者,也可以给编辑组发电子邮件,地址是implywallst.com。
本文由Simply Wall St.撰写,具有概括性。我们仅使用不偏不倚的方法提供基于历史数据和分析师预测的评论,我们的文章并不打算作为财务建议。它不构成买卖任何股票的建议,也没有考虑你的目标或你的财务状况。我们的目标是为您带来由基本面数据驱动的长期重点分析。请注意,我们的分析可能不会将最新的对价格敏感的公司公告或定性材料考虑在内。Simply Wall St.对上述任何一只股票都没有持仓。
moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
风险及免责提示
moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
- 分享到weixin
- 分享到qq
- 分享到facebook
- 分享到twitter
- 分享到微博
- 粘贴板
使用浏览器的分享功能,分享给你的好友吧