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Tsingtao Brewery Company Limited Just Recorded A 83% EPS Beat: Here's What Analysts Are Forecasting Next
Tsingtao Brewery Company Limited Just Recorded A 83% EPS Beat: Here's What Analysts Are Forecasting Next
Tsingtao Brewery Company Limited (HKG:168) defied analyst predictions to release its half-yearly results, which were ahead of market expectations. It was overall a positive result, with revenues beating expectations by 2.4% to hit CN¥19b. Tsingtao Brewery also reported a statutory profit of CN¥1.27, which was an impressive 83% above what the analysts had forecast. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Check out our latest analysis for Tsingtao Brewery
SEHK:168 Earnings and Revenue Growth August 28th 2022Taking into account the latest results, the consensus forecast from Tsingtao Brewery's 30 analysts is for revenues of CN¥32.4b in 2022, which would reflect an okay 4.0% improvement in sales compared to the last 12 months. Statutory earnings per share are expected to dip 9.6% to CN¥2.38 in the same period. In the lead-up to this report, the analysts had been modelling revenues of CN¥32.0b and earnings per share (EPS) of CN¥2.34 in 2022. 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.
It will come as no surprise then, to learn that the consensus price target is largely unchanged at HK$84.75. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Tsingtao Brewery at HK$105 per share, while the most bearish prices it at HK$64.91. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Tsingtao Brewery's past performance and to peers in the same industry. It's clear from the latest estimates that Tsingtao Brewery's rate of growth is expected to accelerate meaningfully, with the forecast 8.2% annualised revenue growth to the end of 2022 noticeably faster than its historical growth of 3.4% 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 11% per year. So it's clear that despite the acceleration in growth, Tsingtao Brewery is expected to grow meaningfully slower than the industry average.
The Bottom Line
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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting sales are tracking in line with expectations - although our data does suggest that Tsingtao Brewery's revenues are expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
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 Tsingtao Brewery analysts - going out to 2024, and you can see them free on our platform here.
You still need to take note of risks, for example - Tsingtao Brewery has 1 warning sign we think you should be aware of.
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.
青岛啤酒股份股份有限公司香港上市公司(HKG:168)公布半年业绩,打破分析师预期,高于市场预期。总体来说,这是一个积极的结果,收入超过预期2.4%,达到190亿元人民币。青岛啤酒股份还公布了1.27加元的法定利润,比分析师预测的高出83%,令人印象深刻。盈利对投资者来说是一个重要的时刻,因为他们可以跟踪一家公司的表现,看看分析师对明年的预测,以及对该公司的情绪是否发生了变化。我们收集了最新的法定预测,看看分析师是否在这些结果之后改变了他们的盈利模型。
看看我们对青岛啤酒股份的最新分析
联交所:168盈利及收入增长2022年8月28日考虑到最新的业绩,青岛啤酒股份的30位分析师一致预测,2022年的收入将达到324亿元人民币,这将反映出与过去12个月相比,销售额还可以提高4.0%。预计同期法定每股收益将下降9.6%,至2.38加元。在本报告发布前,分析师们一直在预测2022年的收入为32亿元人民币,每股收益为2.34元人民币。因此,很明显,尽管分析师们更新了他们的估计,但在最新业绩公布后,对该业务的预期并没有发生重大变化。
届时,当得知共识目标价基本维持在84.75港元不变时,也就不足为奇了。不过,还有另一种方式来考虑价格目标,那就是看看分析师提出的价格目标的范围,因为广泛的估计可能表明,对企业可能出现的结果有不同的看法。目前,最乐观的分析师对青岛啤酒股份的估值为每股105港元,而最悲观的分析师对其估值为64.91港元。这表明,投资者的估值仍存在一定的差异性,但分析师似乎并不完全对该股持不同看法,好像这可能是一种成功或失败的局面。
这些估计很有趣,但当看到预测与青岛啤酒股份过去的表现以及同行业同行的预测进行比较时,描绘一些更宽泛的笔触可能会很有用。从最新的估计中可以清楚地看出,青岛啤酒股份的增长率预计将大幅加快,预计到2022年底的年化收入增长率为8.2%,明显快于历史上3.4%的年增长率。在过去的五年里。相比之下,我们的数据显示,类似行业的其他公司(有分析师覆盖)的收入预计将以每年11%的速度增长。因此,很明显,尽管增长速度加快,青岛啤酒股份的增长速度预计将显著低于行业平均水平。
底线
最明显的结论是,近期该公司的业务前景没有发生重大变化,分析师们的收益预测保持不变,与之前的估计一致。幸运的是,分析师们也再次确认了他们的营收预期,表明销售额与预期相符--尽管我们的数据确实表明,青岛啤酒股份的营收预计将逊于整个行业。共识目标价没有实际变化,这表明根据最新估计,该业务的内在价值没有发生任何重大变化。
话虽如此,该公司盈利的长期轨迹比明年重要得多。我们有多位青岛啤酒股份分析师对2024年的预测,你可以在我们的平台上免费看到。
你还是需要注意风险,比如-青岛啤酒股份有1个警告标志我们认为你应该意识到。
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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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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