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Zhejiang Supor Co., Ltd. (SZSE:002032) Analysts Are Pretty Bullish On The Stock After Recent Results

Zhejiang Supor Co., Ltd. (SZSE:002032) Analysts Are Pretty Bullish On The Stock After Recent Results

浙江蘇泊爾股份有限公司(SZSE:002032)公佈最新業績後,分析師對該股相當看漲
Simply Wall St ·  04/01 18:55

It's been a good week for Zhejiang Supor Co., Ltd. (SZSE:002032) shareholders, because the company has just released its latest full-year results, and the shares gained 7.3% to CN¥58.53. Zhejiang Supor reported in line with analyst predictions, delivering revenues of CN¥21b and statutory earnings per share of CN¥2.72, suggesting the business is executing well and in line with its plan. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

對於浙江蘇泊爾股份有限公司(SZSE:002032)的股東來說,這是美好的一週,因爲該公司剛剛發佈了最新的全年業績,股價上漲了7.3%,至58.53元人民幣。浙江蘇泊爾報告與分析師的預測一致,收入爲210億元人民幣,法定每股收益爲2.72元人民幣,這表明該業務表現良好,符合其計劃。根據結果,分析師更新了他們的盈利模式,很高興知道他們是否認爲公司的前景發生了巨大變化,或者業務是否照舊。考慮到這一點,我們收集了最新的法定預測,以了解分析師對明年的預期。

earnings-and-revenue-growth
SZSE:002032 Earnings and Revenue Growth April 1st 2024
SZSE: 002032 2024 年 4 月 1 日收益和收入增長

Taking into account the latest results, the current consensus from Zhejiang Supor's 18 analysts is for revenues of CN¥22.7b in 2024. This would reflect a satisfactory 6.4% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to accumulate 6.4% to CN¥2.91. In the lead-up to this report, the analysts had been modelling revenues of CN¥22.6b and earnings per share (EPS) of CN¥2.93 in 2024. 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.

考慮到最新業績,浙江蘇泊爾的18位分析師目前的共識是,2024年的收入爲227億元人民幣。這將反映其在過去12個月中收入令人滿意地增長了6.4%。預計每股法定收益將累積6.4%,至2.91元人民幣。在本報告發布之前,分析師一直在模擬2024年的收入爲226億元人民幣,每股收益(EPS)爲2.93元人民幣。因此,很明顯,儘管分析師已經更新了估計,但在最新業績公佈後,對該業務的預期沒有重大變化。

With the analysts reconfirming their revenue and earnings forecasts, it's surprising to see that the price target rose 5.5% to CN¥60.46. It looks as though they previously had some doubts over whether the business would live up to their expectations. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Zhejiang Supor at CN¥67.00 per share, while the most bearish prices it at CN¥53.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

隨着分析師重新確認收入和收益預測,令人驚訝的是,目標股價上漲了5.5%,至60.46元人民幣。看來他們此前對企業能否達到他們的期望有些懷疑。但是,這並不是我們可以從這些數據中得出的唯一結論,因爲一些投資者在評估分析師目標股價時也喜歡考慮估計值的差異。目前,最看漲的分析師估值浙江蘇泊爲每股67.00元人民幣,而最看跌的分析師估值爲53.00元人民幣。儘管如此,由於估計範圍如此之窄,這表明分析師對他們認爲該公司的價值有了很好的了解。

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 Zhejiang Supor's rate of growth is expected to accelerate meaningfully, with the forecast 6.4% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 2.9% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to see revenue growth of 10.0% annually. So it's clear that despite the acceleration in growth, Zhejiang Supor is expected to grow meaningfully slower than the industry average.

我們可以從大局的角度看待這些估計值的另一種方式,例如預測如何與過去的表現相提並論,以及預測相對於業內其他公司是否或多或少看漲。從最新估計中可以明顯看出,浙江蘇泊爾的增長率預計將大幅加快,預計到2024年底的年化收入增長率爲6.4%,將明顯快於其過去五年中每年2.9%的歷史增長。相比之下,同行業的其他公司預計年收入將增長10.0%。因此,很明顯,儘管增長加速,但預計浙江蘇泊爾的增長將明顯低於行業平均水平。

The Bottom Line

底線

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 that it's tracking in line with expectations. Although our data does suggest that Zhejiang Supor's revenue is expected to perform worse than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

最明顯的結論是,該業務的前景最近沒有重大變化,分析師的收益預測保持穩定,與先前的估計一致。幸運的是,分析師還重申了他們的收入預期,表明收入符合預期。儘管我們的數據確實表明,預計浙江蘇泊爾的收入表現將比整個行業差。目標股價也大幅提高,分析師顯然認爲該業務的內在價值正在提高。

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Zhejiang Supor analysts - going out to 2026, and you can see them free on our platform here.

考慮到這一點,我們仍然認爲該業務的長期發展軌跡對於投資者來說更爲重要。根據多位浙江蘇泊爾分析師的估計,到2026年,你可以在我們的平台上免費查看。

And what about risks? Every company has them, and we've spotted 1 warning sign for Zhejiang Supor you should know about.

那風險呢?每家公司都有它們,我們發現了一個你應該知道的浙江蘇泊爾警告標誌。

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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.

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Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。

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