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SG Micro Corp Just Missed Earnings - But Analysts Have Updated Their Models
SG Micro Corp Just Missed Earnings - But Analysts Have Updated Their Models
Last week, you might have seen that SG Micro Corp (SZSE:300661) released its quarterly result to the market. The early response was not positive, with shares down 5.6% to CN¥161 in the past week. Sales of CN¥876m surpassed estimates by 7.7%, although statutory earnings per share missed badly, coming in 38% below expectations at CN¥0.41 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
Check out our latest analysis for SG Micro
SZSE:300661 Earnings and Revenue Growth August 26th 2022Taking into account the latest results, the current consensus from SG Micro's 15 analysts is for revenues of CN¥3.49b in 2022, which would reflect a decent 17% increase on its sales over the past 12 months. Per-share earnings are expected to increase 8.6% to CN¥2.98. Yet prior to the latest earnings, the analysts had been anticipated revenues of CN¥3.41b and earnings per share (EPS) of CN¥3.01 in 2022. There doesn't appear to have been a major change in sentiment following the results, other than the slight bump in revenue estimates.
It may not be a surprise to see thatthe analysts have reconfirmed their price target of CN¥240, implying that the uplift in sales is not expected to greatly contribute to SG Micro's valuation in the near term. 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. The most optimistic SG Micro analyst has a price target of CN¥365 per share, while the most pessimistic values it at CN¥147. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.
Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2022 brings more of the same, according to the analysts, with revenue forecast to display 38% growth on an annualised basis. That is in line with its 39% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 25% annually. So it's pretty clear that SG Micro is forecast to grow substantially faster than its industry.
The Bottom Line
The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. The consensus price target held steady at CN¥240, with the latest estimates not enough to have an impact on their price targets.
With that in mind, we wouldn't be too quick to come to a conclusion on SG Micro. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple SG Micro analysts - going out to 2024, and you can see them free on our platform here.
And what about risks? Every company has them, and we've spotted 1 warning sign for SG Micro you should know about.
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.
上周,你可能已经看到了新科微电子公司(上证所:300661)向市场发布季度业绩。早前的反应并不积极,过去一周股价下跌5.6%,至161元人民币。8.76亿加元的销售额比预期高出7.7%,尽管法定每股收益严重低于预期,每股0.41加元,比预期低38%。分析师通常会在每一份收益报告中更新他们的预测,我们可以从他们的估计中判断他们对公司的看法是否发生了变化,或者是否有任何新的担忧需要注意。因此,我们收集了最新的盈利后法定共识估计,看看明年可能会发生什么。
查看我们对SG Micro的最新分析
深交所:2022年8月26日收益和收入增长300661考虑到最新的业绩,新科微电子15位分析师目前的共识是,2022年的收入将达到人民币34.9亿元,这将反映出该公司过去12个月的销售额增长了17%。每股收益预计增长8.6%,至2.98加元。然而,在最新财报公布之前,分析师曾预计2022年收入为人民币34.1亿元,每股收益(EPS)为人民币3.01元。业绩公布后,除了营收预期略有上升外,市场情绪似乎没有发生重大变化。
分析师们再次确认了240元的目标价,这可能并不令人意外,这意味着销售额的上升预计不会在短期内对新科微电子的估值做出太大贡献。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。最乐观的SG Micro分析师的目标价为每股365加元,而最悲观的分析师估计为147加元。这是一个相当广泛的估计价差,表明分析师们预测了该业务可能出现的各种结果。
当然,看待这些预测的另一种方式是将它们放在与行业本身相反的背景下。分析师们表示,截至2022年底的一段时间内,收入将出现更多相同的情况,预计收入将按年率计算增长38%。这与其过去五年39%的年增长率一致。相比之下,分析师估计整个行业的收入将以每年25%的速度增长。因此,很明显,SG Micro的增长速度预计将远远快于其所在行业。
底线
最重要的是,市场情绪没有发生重大变化,分析师们再次确认,该公司的表现与他们之前的每股收益预期一致。令人高兴的是,他们还上调了收入预期,他们的预测表明,该业务的增长速度预计将快于整个行业。共识目标价稳定在240加元,最新估计不足以对他们的目标价产生影响。
考虑到这一点,我们不会太快得出关于SG Micro的结论。长期盈利能力比明年的利润重要得多。我们有多位SG Micro分析师对2024年的预测,你可以在我们的平台上免费看到。
那么风险呢?每家公司都有它们,我们已经发现SG Micro的1个警告标志你应该知道。
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。
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