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Chipsea Technologies (Shenzhen) Corp. Just Missed Earnings - But Analysts Have Updated Their Models
Chipsea Technologies (Shenzhen) Corp. Just Missed Earnings - But Analysts Have Updated Their Models
It's been a mediocre week for Chipsea Technologies (shenzhen) Corp. (SHSE:688595) shareholders, with the stock dropping 12% to CN¥42.22 in the week since its latest quarterly results. It looks like a pretty bad result, all things considered. Although revenues of CN¥189m were in line with analyst predictions, statutory earnings fell badly short, missing estimates by 44% to hit CN¥0.10 per share. 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 collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
View our latest analysis for Chipsea Technologies (shenzhen)
SHSE:688595 Earnings and Revenue Growth August 31st 2022Taking into account the latest results, the consensus forecast from Chipsea Technologies (shenzhen)'s three analysts is for revenues of CN¥846.6m in 2022, which would reflect a meaningful 17% improvement in sales compared to the last 12 months. Statutory earnings per share are expected to decrease 2.1% to CN¥0.45 in the same period. Before this earnings report, the analysts had been forecasting revenues of CN¥930.2m and earnings per share (EPS) of CN¥1.06 in 2022. From this we can that sentiment has definitely become more bearish after the latest results, leading to lower revenue forecasts and a pretty serious reduction to earnings per share estimates.
The analysts made no major changes to their price target of CN¥49.89, suggesting the downgrades are not expected to have a long-term impact on Chipsea Technologies (shenzhen)'s valuation. 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. The most optimistic Chipsea Technologies (shenzhen) analyst has a price target of CN¥56.07 per share, while the most pessimistic values it at CN¥38.00. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's clear from the latest estimates that Chipsea Technologies (shenzhen)'s rate of growth is expected to accelerate meaningfully, with the forecast 37% annualised revenue growth to the end of 2022 noticeably faster than its historical growth of 30% 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 26% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Chipsea Technologies (shenzhen) is expected to grow much faster than its 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 downgraded their revenue estimates, although industry data suggests that Chipsea Technologies (shenzhen)'s revenues are expected to grow faster 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. At Simply Wall St, we have a full range of analyst estimates for Chipsea Technologies (shenzhen) going out to 2024, and you can see them free on our platform here..
Don't forget that there may still be risks. For instance, we've identified 3 warning signs for Chipsea Technologies (shenzhen) (1 can't be ignored) 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.
这是平淡无奇的一周奇普西科技(深圳)公司(上海证券交易所:688595)股东,在最新季度业绩公布后的一周内,该股下跌12%,至人民币42.22元。综上所述,这看起来是一个相当糟糕的结果。尽管1.89亿加元的收入与分析师的预测一致,但法定收益远远低于预期,比预期低44%,达到每股0.10加元。对于投资者来说,这是一个重要的时刻,因为他们可以在公司的报告中跟踪公司的表现,查看专家对明年的预测,以及对业务的预期是否有任何变化。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。
查看我们对芯片海科技(深圳)的最新分析
上海证交所:688595收益和收入增长2022年8月31日考虑到最新的业绩,奇普西科技(深圳)的三位分析师一致预测,2022年的收入将达到8.466亿元人民币,这将反映出与过去12个月相比,销售额将大幅增长17%。预计同期每股法定收益减少2.1%,至0.45加元。在这份收益报告之前,分析师们一直预测2022年的收入为9.302亿加元,每股收益为1.06加元。由此我们可以看出,在最新业绩公布后,市场情绪肯定变得更加悲观,导致营收预期下调,每股收益预期也出现了相当严重的下调。
分析师没有对CN元49.89元的目标价做出重大调整,这表明评级下调预计不会对奇普西科技(深圳)的估值产生长期影响。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。最乐观的奇普西科技(深圳)分析师的目标价为每股56.07加元,而最悲观的分析师认为目标价为38.00加元。对库存肯定有一些不同的看法,但估计的范围还不够宽,在我们看来,这意味着情况是不可预测的。
我们看待这些估计的另一种方式是放在更大的背景下,比如预测与过去的表现如何比较,以及预测相对于行业内的其他公司是更乐观还是更乐观。从最新的估计中可以清楚地看出,奇普西科技(深圳)的增长速度预计将大幅加快,截至2022年底,预计年化收入增长37%,明显快于过去五年30%的历史年增长率。相比之下,我们的数据表明,类似行业的其他公司(分析师覆盖的公司)的收入预计将以每年26%的速度增长。考虑到收入预期的加速,很明显,奇普西科技(深圳)的增长速度预计将远远快于其行业。
底线
最重要的是,分析师们下调了他们的每股收益预期,表明业绩公布后,市场人气明显下降。他们还下调了营收预期,尽管行业数据显示,奇普西科技(深圳)的营收增长速度预计将快于整个行业。一致的目标价并未发生实质性变化,这表明按照最新的估计,该业务的内在价值并未发生任何重大变化。
话虽如此,该公司盈利的长期轨迹比明年重要得多。在Simply Wall St.,我们有一系列分析师对2024年芯片海科技(深圳)的预测,你可以在我们的平台上免费看到。
别忘了,可能还会有风险。例如,我们已经确定奇普西科技(深圳)的3个警告标志(1不能被忽视)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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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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