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Things Look Grim For Sinotruk Jinan Truck Co., Ltd. (SZSE:000951) After Today's Downgrade
Things Look Grim For Sinotruk Jinan Truck Co., Ltd. (SZSE:000951) After Today's Downgrade
One thing we could say about the analysts on Sinotruk Jinan Truck Co., Ltd. (SZSE:000951) - they aren't optimistic, having just made a major negative revision to their near-term (statutory) forecasts for the organization. Both revenue and earnings per share (EPS) forecasts went under the knife, suggesting the analysts have soured majorly on the business. Shares are up 5.7% to CN¥13.90 in the past week. We'd be curious to see if the downgrade is enough to reverse investor sentiment on the business.
After the downgrade, the consensus from Sinotruk Jinan Truck's three analysts is for revenues of CN¥39b in 2022, which would reflect a definite 9.5% decline in sales compared to the last year of performance. Per-share earnings are expected to surge 31% to CN¥0.62. Before this latest update, the analysts had been forecasting revenues of CN¥46b and earnings per share (EPS) of CN¥0.78 in 2022. Indeed, we can see that the analysts are a lot more bearish about Sinotruk Jinan Truck's prospects, administering a substantial drop in revenue estimates and slashing their EPS estimates to boot.
View our latest analysis for Sinotruk Jinan Truck
SZSE:000951 Earnings and Revenue Growth July 19th 2022Analysts made no major changes to their price target of CN¥12.95, suggesting the downgrades are not expected to have a long-term impact on Sinotruk Jinan Truck's valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Sinotruk Jinan Truck, with the most bullish analyst valuing it at CN¥15.00 and the most bearish at CN¥10.90 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.
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. These estimates imply that sales are expected to slow, with a forecast annualised revenue decline of 12% by the end of 2022. This indicates a significant reduction from annual growth of 14% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 19% annually for the foreseeable future. It's pretty clear that Sinotruk Jinan Truck's revenues are expected to perform substantially worse than the wider industry.
The Bottom Line
The biggest issue in the new estimates is that analysts have reduced their earnings per share estimates, suggesting business headwinds lay ahead for Sinotruk Jinan Truck. Unfortunately analysts also downgraded their revenue estimates, and industry data suggests that Sinotruk Jinan Truck's revenues are expected to grow slower than the wider market. The lack of change in the price target is puzzling in light of the downgrade but, with a serious decline expected this year, we wouldn't be surprised if investors were a bit wary of Sinotruk Jinan Truck.
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 Sinotruk Jinan Truck analysts - going out to 2024, and you can see them free on our platform here.
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.
關於分析師們,我們可以説一件事中國重汽濟南卡車有限公司(SZSE:000951)-他們並不樂觀,剛剛對他們對該組織的近期(法定)預測進行了重大負面修訂。營收和每股收益(EPS)預期都遭到了下調,這表明分析師們對這項業務的態度已經惡化到了極點。過去一週,該公司股價上漲5.7%,至人民幣13.90元。我們很想知道,評級下調是否足以扭轉投資者對該業務的情緒。
在評級下調後,中國重汽濟南卡車的三位分析師一致認為,2022年的收入將達到人民幣390億元,這將反映出與去年業績相比,銷售額肯定會下降9.5%。每股收益預計將飆升31%,至0.62加元。在這一最新更新之前,分析師一直預測2022年收入為46億元人民幣,每股收益為0.78元人民幣。事實上,我們可以看到,分析師們對中國重汽濟南卡車的前景要悲觀得多,他們大幅下調了收入預期,並大幅下調了每股收益預期。
查看我們對中國重汽濟南卡車的最新分析
深交所:2022年7月19日收益和收入增長000951分析師沒有對CN12.95元的目標價做出重大調整,這表明評級下調預計不會對中國重汽濟南卡車的估值產生長期影響。看看分析師估計的範圍,評估異常值與平均值的差異也可能是有啟發意義的。對中國重汽濟南卡車有一些不同的看法,最樂觀的分析師對其估值為15.00元人民幣,最悲觀的分析師估值為每股10.90元人民幣。這些目標價表明,分析師對該業務確實有一些不同的看法,但估計的差異還不足以向我們表明,一些人押注於大獲全勝或徹底失敗。
瞭解這些預測的更多背景信息的一種方法是,看看它們與過去的表現如何比較,以及同行業的其他公司的表現如何。這些估計意味着銷售預計將放緩,預計到2022年底年化收入將下降12%。這表明,與過去五年14%的年增長率相比,這一數字大幅下降。相比之下,我們的數據表明,在可預見的未來,同一行業的其他公司(有分析師覆蓋)的收入預計將以每年19%的速度增長。很明顯,中國重汽濟南卡車的營收預計將遠遠遜於整個行業。
底線
新的預估中最大的問題是,分析師下調了每股收益預估,這表明中國重汽濟南卡車的業務逆風還在後頭。不幸的是,分析師也下調了他們的營收預期,行業數據顯示,中國重汽濟南卡車的營收增速預計將低於整體市場。鑑於評級下調,目標價不變令人費解,但由於預計今年會出現嚴重下跌,如果投資者對中國重汽濟南卡車有點警惕,我們也不會感到意外。
話雖如此,該公司盈利的長期軌跡比明年重要得多。我們有來自中國重汽濟南多名卡車分析師的預測,預計將持續到2024年,你可以在我們的平臺上免費看到。
當然,看到公司管理層投資大筆資金投資一隻股票,就像知道分析師是否在下調他們的預期一樣有用。所以你可能也想搜索一下這個免費內部人士正在買入的股票清單。
對這篇文章有什麼反饋嗎?擔心內容嗎? 保持聯繫直接與我們聯繫。或者,也可以給編輯組發電子郵件,地址是implywallst.com。
本文由Simply Wall St.撰寫,具有概括性。我們僅使用不偏不倚的方法提供基於歷史數據和分析師預測的評論,我們的文章並不打算作為財務建議。它不構成買賣任何股票的建議,也沒有考慮你的目標或你的財務狀況。我們的目標是為您帶來由基本面數據驅動的長期重點分析。請注意,我們的分析可能不會將最新的對價格敏感的公司公告或定性材料考慮在內。Simply Wall St.對上述任何一隻股票都沒有持倉。
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moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
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., 是關聯公司。
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