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One Semk Holdings International Limited (HKG:2250) Broker Just Cut Their Revenue Forecasts By 36%
One Semk Holdings International Limited (HKG:2250) Broker Just Cut Their Revenue Forecasts By 36%
The analyst covering Semk Holdings International Limited (HKG:2250) delivered a dose of negativity to shareholders today, by making a substantial revision to their statutory forecasts for this year. This report focused on revenue estimates, and it looks as though the consensus view of the business has become substantially more conservative. At HK$1.39, shares are up 8.6% in the past 7 days. We'd be curious to see if the downgrade is enough to reverse investor sentiment on the business.
Following the downgrade, the consensus from one analyst covering Semk Holdings International is for revenues of HK$220m in 2022, implying an uncomfortable 17% decline in sales compared to the last 12 months. Statutory earnings per share are presumed to surge 149% to HK$0.067. Previously, the analyst had been modelling revenues of HK$342m and earnings per share (EPS) of HK$0.12 in 2022. Indeed, we can see that the analyst is a lot more bearish about Semk Holdings International's prospects, administering a sizeable cut to revenue estimates and slashing their EPS estimates to boot.
View our latest analysis for Semk Holdings International
SEHK:2250 Earnings and Revenue Growth November 16th 2022It'll come as no surprise then, to learn that the analyst has cut their price target 29% to HK$1.63.
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. One more thing stood out to us about these estimates, and it's the idea that Semk Holdings International's decline is expected to accelerate, with revenues forecast to fall at an annualised rate of 17% to the end of 2022. This tops off a historical decline of 2.7% a year over the past year. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 12% per year. So it's pretty clear that, while it does have declining revenues, the analyst also expect Semk Holdings International to suffer worse than the wider industry.
The Bottom Line
The biggest issue in the new estimates is that the analyst has reduced their earnings per share estimates, suggesting business headwinds lay ahead for Semk Holdings International. Regrettably, they also downgraded their revenue estimates, and the latest forecasts imply the business will grow sales slower than the wider market. The consensus price target fell measurably, with the analyst seemingly not reassured by recent business developments, leading to a lower estimate of Semk Holdings International's future valuation. Often, one downgrade can set off a daisy-chain of cuts, especially if an industry is in decline. So we wouldn't be surprised if the market became a lot more cautious on Semk Holdings International after today.
There might be good reason for analyst bearishness towards Semk Holdings International, like its declining profit margins. For more information, you can click here to discover this and the 1 other flag we've identified.
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this free list of stocks that insiders are buying.
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.
分析师涵盖的世邦控股国际有限公司香港上市公司(HKG:2250)今天对股东今年的法定预测进行了大幅修订,给股东们带来了一些负面影响。这份报告侧重于收入预期,似乎对该业务的普遍看法已变得更加保守。过去7个交易日,该公司股价上涨8.6%,至1.39港元。我们很好奇,评级下调是否足以扭转投资者对这项业务的情绪。
评级下调后,一位研究Semk Holdings International的分析师的共识是,2022年收入将达到2.2亿港元,这意味着与过去12个月相比,销售额令人不安地下降了17%。每股法定收益预计将飙升149%,至0.067港元。此前,这位分析师曾预测2022年的营收为3.42亿港元,每股收益(EPS)为0.12港元。事实上,我们可以看到,分析师对Semk Holdings International的前景更为悲观,大幅下调了收入预期,并大幅下调了每股收益预期。
查看我们对Semk Holdings International的最新分析
联交所:2250盈利及收入增长2022年11月16日得知分析师将目标价下调29%至1.63港元,也就不足为奇了。
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。关于这些估计,还有一件事值得我们注意,那就是Semk Holdings International的衰落预计将加速,预计到2022年底,收入将以17%的年率下降。这是在过去一年中每年2.7%的历史降幅之后的又一次。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12%的速度增长。因此,很明显,尽管Semk Holdings International的收入确实在下降,但分析师也预计Semk Holdings International的境况将比整个行业更糟糕。
底线
新的估计中最大的问题是,分析师下调了他们的每股收益估计,这表明Semk Holdings International未来将面临业务逆风。令人遗憾的是,他们还下调了收入预期,最新预测表明,该业务的销售增长将低于更广泛的市场。共识目标价大幅下降,分析师似乎对最近的业务发展并不放心,导致对Semk Holdings International未来估值的估计较低。通常情况下,一次评级下调就会引发一连串的削减,特别是在一个行业正在衰落的情况下。因此,如果市场在今天之后对Semk Holdings International变得更加谨慎,我们也不会感到惊讶。
分析师可能有充分的理由看空Semk Holdings International,比如其利润率不断下降。欲了解更多信息,您可以单击此处了解这面旗帜和我们已经确定的其他1面旗帜。
当然,看到公司管理层投资大笔资金投资一只股票,就像知道分析师是否在下调他们的预期一样有用。所以你可能也想搜索一下这个免费内部人士正在买入的股票清单。
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。
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