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UOL Group Limited Just Beat Revenue Estimates By 28%
UOL Group Limited Just Beat Revenue Estimates By 28%
As you might know, UOL Group Limited (SGX:U14) recently reported its half-yearly numbers. Revenue of S$1.5b beat expectations by an impressive 28%, while statutory earnings per share (EPS) were S$0.36, in line with estimates. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
Check out our latest analysis for UOL Group
SGX:U14 Earnings and Revenue Growth August 16th 2022Following the recent earnings report, the consensus from nine analysts covering UOL Group is for revenues of S$2.60b in 2022, implying a considerable 14% decline in sales compared to the last 12 months. Statutory earnings per share are forecast to nosedive 42% to S$0.40 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of S$2.44b and earnings per share (EPS) of S$0.46 in 2022. So it's pretty clear the analysts have mixed opinions on UOL Group after the latest results; even though they upped their revenue numbers, it came at the cost of a real cut to per-share earnings expectations.
There's been no major changes to the price target of S$8.41, suggesting that the impact of higher forecast sales and lower earnings won't result in a meaningful change to the business' valuation. 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. There are some variant perceptions on UOL Group, with the most bullish analyst valuing it at S$9.27 and the most bearish at S$7.20 per share. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.
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. These estimates imply that sales are expected to slow, with a forecast annualised revenue decline of 26% by the end of 2022. This indicates a significant reduction from annual growth of 4.4% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 5.3% annually for the foreseeable future. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - UOL Group is expected to lag the wider industry.
The Bottom Line
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. They also upgraded their revenue estimates for next year, even though sales are expected to grow slower than the wider industry. The consensus price target held steady at S$8.41, with the latest estimates not enough to have an impact on their price targets.
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 Simply Wall St, we have a full range of analyst estimates for UOL Group going out to 2024, and you can see them free on our platform here..
That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 2 warning signs with UOL Group (at least 1 which doesn't sit too well with us) , and understanding them should be part of your investment process.
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.
如你所知, UOL 集团有限公司 (SGX: U14) 最近公布了其半年度数字。收入为15亿新元,超出预期的28%,而法定每股收益(EPS)为0.36新元,与预期一致。结果公布后,分析师更新了盈利模型,很高兴知道他们是否认为公司的前景发生了强劲的变化,或者一切照旧。我们认为读者会发现看到分析师对明年最新(法定)财报后预测很有趣。
查看我们对 UOL 集团的最新分析
新加坡交易所:U14 收益和收入增长 2022 年 8 月 16 日继最近的财报发布后,涵盖UOL集团的九位分析师的共识是,2022年收入为26.0亿新元,这意味着与过去12个月相比,销售额大幅下降了14%。预计同期法定每股收益将暴跌42%,至0.40新元。然而,在最新财报公布之前,分析师曾预计2022年收入为24.4亿新元,每股收益(EPS)为0.46新元。因此,很明显,在最新业绩公布后,分析师对UOL Group的看法不一;尽管他们提高了收入数字,但这是以实际下调每股收益预期为代价的。
8.41新元的目标股价没有重大变化,这表明预测销售额增加和收益下降的影响不会导致企业估值发生有意义的变化。但是,这并不是我们可以从这些数据中得出的唯一结论,因为一些投资者在评估分析师目标价格时也喜欢考虑估算价差。对UOL集团有一些不同的看法,最看涨的分析师将其估值为9.27新元,最看跌的分析师将其估值为每股7.20新元。由于估值范围如此之窄,分析师显然对他们认为该业务的价值有相似的看法。
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业绩相比如何,以及同行业中其他公司的表现。这些估计表明,预计销售将放缓,预计到2022年底,年化收入将下降26%。这表明比过去五年4.4%的年增长率大幅下降。相比之下,我们的数据表明,在可预见的将来,同一行业的其他公司(有分析师覆盖范围)的收入预计将每年增长5.3%。因此,尽管预计其收入将萎缩,但这种云层并没有带来一线希望——预计UOL Group将落后于整个行业。
底线
最重要的一点是,分析师下调了每股收益的预期,这表明业绩公布后,市场情绪明显下降。他们还上调了明年的收入预期,尽管预计销售增长将低于整个行业。共识目标价稳定在8.41新元,最新的估计不足以影响其目标价格。
根据这种思路,我们认为该业务的长期前景比明年的收益重要得多。在Simply Wall St,我们有分析师对UOL Group到2024年的全方位估计,你可以在我们的平台上免费看到这些估计...
也就是说,仍然有必要考虑永远存在的投资风险幽灵。 我们已经确定了 2 个警告信号 加入UOL Group(至少有一个对我们来说不太合适),了解它们应该是你投资过程的一部分。
对这篇文章有反馈吗?对内容感到担忧? 取得联系 直接和我们联系。 或者,给编辑团队 (at) simplywallst.com 发送电子邮件。
Simply Wall St 的这篇文章本质上是一般性的。 我们仅使用公正的方法提供基于历史数据和分析师预测的评论,我们的文章无意提供财务建议。 它不构成买入或卖出任何股票的建议,也没有考虑您的目标或财务状况。我们的目标是为您提供由基本面数据驱动的长期重点分析。请注意,我们的分析可能未将最新的价格敏感型公司公告或定性材料考虑在内。简而言之,华尔街对上述任何股票都没有头寸。
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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。
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