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Earnings Miss: Estun Automation Co., Ltd Missed EPS By 31% And Analysts Are Revising Their Forecasts
Earnings Miss: Estun Automation Co., Ltd Missed EPS By 31% And Analysts Are Revising Their Forecasts
The analysts might have been a bit too bullish on Estun Automation Co., Ltd (SZSE:002747), given that the company fell short of expectations when it released its second-quarter results last week. Unfortunately, Estun Automation delivered a serious earnings miss. Revenues of CN¥851m were 18% below expectations, and statutory earnings per share of CN¥0.02 missed estimates by 31%. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Estun Automation after the latest results.
See our latest analysis for Estun Automation
SZSE:002747 Earnings and Revenue Growth September 2nd 2022Following the latest results, Estun Automation's 16 analysts are now forecasting revenues of CN¥3.93b in 2022. This would be a huge 26% improvement in sales compared to the last 12 months. Statutory earnings per share are predicted to bounce 30% to CN¥0.20. In the lead-up to this report, the analysts had been modelling revenues of CN¥4.09b and earnings per share (EPS) of CN¥0.25 in 2022. The analysts seem less optimistic after the recent results, reducing their sales forecasts and making a substantial drop in earnings per share numbers.
The consensus price target fell 5.5% to CN¥24.01, with the weaker earnings outlook clearly leading valuation estimates. 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. There are some variant perceptions on Estun Automation, with the most bullish analyst valuing it at CN¥43.30 and the most bearish at CN¥14.00 per share. So we wouldn't be assigning too much credibility to analyst price targets in this case, because there are clearly some widely different views on what kind of performance this business can generate. As a result it might not be a great idea to make decisions based on the consensus price target, which is after all just an average of this wide range of estimates.
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. It's clear from the latest estimates that Estun Automation's rate of growth is expected to accelerate meaningfully, with the forecast 60% annualised revenue growth to the end of 2022 noticeably faster than its historical growth of 25% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 21% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Estun Automation 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. Regrettably, they also downgraded their revenue estimates, but the latest forecasts still imply the business will grow faster than the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.
With that in mind, we wouldn't be too quick to come to a conclusion on Estun Automation. Long-term earnings power is much more important than next year's profits. We have forecasts for Estun Automation 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 2 warning signs for Estun Automation that 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.
分析师们可能有点过于看好埃斯通自动化有限公司(SZSE:002747),鉴于该公司上周发布第二季度业绩时低于预期。不幸的是,Estun Automation的盈利严重低于预期。8.51亿加元的收入比预期低18%,法定每股收益0.02加元比预期低31%。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。读者会很高兴地知道,我们汇总了最新的法定预测,看看分析师们在最新结果公布后是否改变了对Estun Automation的看法。
查看我们对Estun Automation的最新分析
深交所:2022年9月2日收益和收入增长002747根据最新的结果,Estun Automation的16名分析师现在预测2022年的收入为39.3亿元人民币。与过去12个月相比,这将使销售额大幅提高26%。预计每股法定收益将反弹30%,至人民币0.20元。在本报告发布前,分析师们一直在预测2022年的收入为40.9亿加元,每股收益为0.25加元。在最近的财报公布后,分析师们似乎不那么乐观了,他们下调了销售预期,每股收益数字大幅下降。
共识目标价下跌5.5%,至24.01加元,较弱的盈利前景显然领先于估值预期。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。对于Estun Automation有一些不同的看法,最乐观的分析师对其估值为43.30加元,最悲观的分析师估值为每股14.00加元。因此,在这种情况下,我们不会对分析师的价格目标赋予太多可信度,因为对于这项业务能产生什么样的业绩,显然存在一些截然不同的观点。因此,根据共识价格目标做出决定可能不是一个好主意,毕竟,这只是这个广泛估计范围的平均值。
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。从最新的估计中可以清楚地看到,Estun Automation的增长率预计将大幅加快,到2022年底,预计年化收入增长60%,明显快于历史上25%的年增长率。在过去的五年里。相比之下,同行业的其他公司预计每年收入增长21%。考虑到预期的收入加速增长,很明显,Estun Automation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。遗憾的是,他们也下调了营收预期,但最新的预测仍暗示,该业务的增长速度将快于整个行业。此外,分析师还下调了他们的目标价,这表明最新消息导致人们对该业务的内在价值更加悲观。
考虑到这一点,我们不会太快得出关于Estun Automation的结论。长期盈利能力比明年的利润重要得多。我们对Estun Automation到2024年的发展做出了预测,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Estun Automation的2个警告标志这一点你应该知道。
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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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。
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